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Disclosery

WBH ADVISORY INC: FEZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on FEZ, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 21,995 FEZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,995 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $1,510,647.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,990 shares
    Change vs previous 13F -1,116 shares

    0.1% of the 13F portfolio, value $1,386,220.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,106 shares
    Change vs previous 13F +120 shares

    0.11% of the 13F portfolio, value $1,487,795.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,986 shares
    Change vs previous 13F -23,797 shares

    0.11% of the 13F portfolio, value $1,427,890.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,783 shares
    Change vs previous 13F +23,983 shares

    0.24% of the 13F portfolio, value $2,794,324.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,800 shares
    Change vs previous 13F -348 shares

    0.12% of the 13F portfolio, value $1,240,548.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,148 shares
    Change vs previous 13F -731 shares

    0.1% of the 13F portfolio, value $1,114,576.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,879 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,271,318.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).