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Disclosery

WBH ADVISORY INC: IJR position timeline

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

WBH ADVISORY INC held 32,063 IJR 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 32,063 shares
    Change vs previous 13F -834 shares

    0.32% of the 13F portfolio, value $4,755,251.

    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 32,897 shares
    Change vs previous 13F -1,864 shares

    0.31% of the 13F portfolio, value $4,109,511.

    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 34,761 shares
    Change vs previous 13F -484 shares

    0.31% of the 13F portfolio, value $4,177,610.

    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 35,245 shares
    Change vs previous 13F -1,683 shares

    0.32% of the 13F portfolio, value $4,188,121.

    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 36,928 shares
    Change vs previous 13F +1,672 shares

    0.34% of the 13F portfolio, value $4,035,883.

    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 35,256 shares
    Change vs previous 13F -1,854 shares

    0.34% of the 13F portfolio, value $3,686,744.

    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 37,110 shares
    Change vs previous 13F +648 shares

    0.4% of the 13F portfolio, value $4,275,800.

    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 36,462 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,264,636.

    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).