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WBH ADVISORY INC: IBM position timeline

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

WBH ADVISORY INC held 3,181 IBM 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 3,181 shares
    Change vs previous 13F +350 shares

    0.06% of the 13F portfolio, value $894,430.

    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 2,831 shares
    Change vs previous 13F -422 shares

    0.05% of the 13F portfolio, value $688,244.

    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 3,253 shares
    Change vs previous 13F -40 shares

    0.07% of the 13F portfolio, value $963,467.

    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 3,293 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $929,054.

    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 3,368 shares
    Change vs previous 13F -372 shares

    0.08% of the 13F portfolio, value $992,716.

    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 3,740 shares
    Change vs previous 13F +720 shares

    0.09% of the 13F portfolio, value $929,901.

    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 3,020 shares
    Change vs previous 13F -142 shares

    0.06% of the 13F portfolio, value $663,927.

    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 3,162 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $699,055.

    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).