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Disclosery

WBH ADVISORY INC: FLOT position timeline

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

WBH ADVISORY INC held 25,929 FLOT 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 25,929 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $1,323,692.

    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 25,918 shares
    Change vs previous 13F -444 shares

    0.1% of the 13F portfolio, value $1,314,581.

    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 26,362 shares
    Change vs previous 13F +116 shares

    0.1% of the 13F portfolio, value $1,340,748.

    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 26,246 shares
    Change vs previous 13F +2,632 shares

    0.1% of the 13F portfolio, value $1,340,792.

    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 23,614 shares
    Change vs previous 13F +2,802 shares

    0.1% of the 13F portfolio, value $1,204,779.

    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 20,812 shares
    Change vs previous 13F +1,680 shares

    0.1% of the 13F portfolio, value $1,062,442.

    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 19,132 shares
    Change vs previous 13F +4,237 shares

    0.09% of the 13F portfolio, value $973,425.

    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 14,895 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $760,241.

    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).