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Disclosery

WBH ADVISORY INC: IEF position timeline

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

WBH ADVISORY INC held 25,880 IEF 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 25,880 shares
    Change vs previous 13F +1,301 shares

    0.16% of the 13F portfolio, value $2,447,472.

    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 24,579 shares
    Change vs previous 13F +12,975 shares

    0.17% of the 13F portfolio, value $2,336,023.

    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 11,604 shares
    Change vs previous 13F +233 shares

    0.08% of the 13F portfolio, value $1,115,841.

    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 11,371 shares
    Change vs previous 13F -7,109 shares

    0.08% of the 13F portfolio, value $1,096,847.

    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 18,480 shares
    Change vs previous 13F +7,854 shares

    0.15% of the 13F portfolio, value $1,769,830.

    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 10,626 shares
    Change vs previous 13F -1,720 shares

    0.09% of the 13F portfolio, value $1,013,402.

    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 12,346 shares
    Change vs previous 13F +3,133 shares

    0.11% of the 13F portfolio, value $1,141,388.

    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 9,213 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $903,980.

    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).