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Disclosery

WBH ADVISORY INC: IVV position timeline

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

WBH ADVISORY INC held 32,486 IVV 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 32,486 shares
    Change vs previous 13F -406 shares

    1.63% of the 13F portfolio, value $24,328,397.

    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 32,892 shares
    Change vs previous 13F -124 shares

    1.62% of the 13F portfolio, value $21,644,724.

    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 33,016 shares
    Change vs previous 13F +126 shares

    1.67% of the 13F portfolio, value $22,613,735.

    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 32,890 shares
    Change vs previous 13F +372 shares

    1.68% of the 13F portfolio, value $22,013,283.

    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 32,518 shares
    Change vs previous 13F -3,861 shares

    1.72% of the 13F portfolio, value $20,190,206.

    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 36,379 shares
    Change vs previous 13F +2,028 shares

    1.91% of the 13F portfolio, value $20,441,604.

    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 34,351 shares
    Change vs previous 13F +5,223 shares

    1.88% of the 13F portfolio, value $20,221,944.

    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 29,128 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $16,801,515.

    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).