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Disclosery

WBH ADVISORY INC: IUSB position timeline

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

WBH ADVISORY INC held 27,546 IUSB 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 27,546 shares
    Change vs previous 13F -2,383 shares

    0.09% of the 13F portfolio, value $1,271,248.

    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 29,929 shares
    Change vs previous 13F -506 shares

    0.1% of the 13F portfolio, value $1,379,428.

    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 30,435 shares
    Change vs previous 13F -212 shares

    0.1% of the 13F portfolio, value $1,416,445.

    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 30,647 shares
    Change vs previous 13F -17 shares

    0.11% of the 13F portfolio, value $1,431,521.

    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 30,664 shares
    Change vs previous 13F -1,785 shares

    0.12% of the 13F portfolio, value $1,417,597.

    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 32,449 shares
    Change vs previous 13F -5,942 shares

    0.14% of the 13F portfolio, value $1,495,250.

    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 38,391 shares
    Change vs previous 13F -573 shares

    0.16% of the 13F portfolio, value $1,735,273.

    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 38,964 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,835,984.

    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).