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Disclosery

WBH ADVISORY INC: IVE position timeline

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

WBH ADVISORY INC held 8,855 IVE 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 8,855 shares
    Change vs previous 13F -1 shares

    0.14% of the 13F portfolio, value $2,010,671.

    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 8,856 shares
    Change vs previous 13F -465 shares

    0.14% of the 13F portfolio, value $1,872,980.

    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 9,321 shares
    Change vs previous 13F +6 shares

    0.15% of the 13F portfolio, value $1,976,704.

    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 9,315 shares
    Change vs previous 13F -113 shares

    0.15% of the 13F portfolio, value $1,923,641.

    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 9,428 shares
    Change vs previous 13F -528 shares

    0.16% of the 13F portfolio, value $1,842,420.

    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 9,956 shares
    Change vs previous 13F -539 shares

    0.18% of the 13F portfolio, value $1,897,414.

    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 10,495 shares
    Change vs previous 13F -373 shares

    0.19% of the 13F portfolio, value $2,003,286.

    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 10,868 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,142,844.

    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).