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Disclosery

WBH ADVISORY INC: ITOT position timeline

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

WBH ADVISORY INC held 99,882 ITOT 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 99,882 shares
    Change vs previous 13F -1,756 shares

    1.1% of the 13F portfolio, value $16,407,552.

    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 101,638 shares
    Change vs previous 13F -3,314 shares

    1.09% of the 13F portfolio, value $14,579,953.

    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 104,952 shares
    Change vs previous 13F -1,505 shares

    1.16% of the 13F portfolio, value $15,605,295.

    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 106,457 shares
    Change vs previous 13F -442 shares

    1.18% of the 13F portfolio, value $15,505,413.

    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 106,899 shares
    Change vs previous 13F +238 shares

    1.23% of the 13F portfolio, value $14,435,630.

    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 106,661 shares
    Change vs previous 13F -562 shares

    1.21% of the 13F portfolio, value $13,013,654.

    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 107,223 shares
    Change vs previous 13F +1,137 shares

    1.28% of the 13F portfolio, value $13,791,020.

    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 106,086 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $13,326,575.

    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).