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Disclosery

WBH ADVISORY INC: IEFA position timeline

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

WBH ADVISORY INC held 199,322 IEFA 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 199,322 shares
    Change vs previous 13F -17,292 shares

    1.29% of the 13F portfolio, value $19,250,554.

    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 216,614 shares
    Change vs previous 13F +12,620 shares

    1.49% of the 13F portfolio, value $19,909,016.

    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 203,994 shares
    Change vs previous 13F +9,046 shares

    1.35% of the 13F portfolio, value $18,249,302.

    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 194,948 shares
    Change vs previous 13F -22,662 shares

    1.3% of the 13F portfolio, value $17,020,931.

    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 217,610 shares
    Change vs previous 13F +14,210 shares

    1.55% of the 13F portfolio, value $18,166,103.

    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 203,400 shares
    Change vs previous 13F -4,758 shares

    1.44% of the 13F portfolio, value $15,387,183.

    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 208,158 shares
    Change vs previous 13F -49,945 shares

    1.36% of the 13F portfolio, value $14,629,319.

    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 258,103 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $20,144,911.

    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).