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Disclosery

WBH ADVISORY INC: IVW position timeline

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

WBH ADVISORY INC held 32,058 IVW 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 32,058 shares
    Change vs previous 13F -787 shares

    0.3% of the 13F portfolio, value $4,408,937.

    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 32,845 shares
    Change vs previous 13F -113 shares

    0.28% of the 13F portfolio, value $3,764,365.

    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 32,958 shares
    Change vs previous 13F -8 shares

    0.3% of the 13F portfolio, value $4,062,403.

    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 32,966 shares
    Change vs previous 13F -3 shares

    0.3% of the 13F portfolio, value $3,979,656.

    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 32,969 shares
    Change vs previous 13F -804 shares

    0.31% of the 13F portfolio, value $3,629,887.

    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 33,773 shares
    Change vs previous 13F -264 shares

    0.29% of the 13F portfolio, value $3,135,148.

    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 34,037 shares
    Change vs previous 13F -1,000 shares

    0.32% of the 13F portfolio, value $3,455,777.

    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 35,037 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,354,800.

    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).