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Disclosery

WBH ADVISORY INC: IWY position timeline

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

WBH ADVISORY INC held 6,733 IWY 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 6,733 shares
    Change vs previous 13F +210 shares

    0.13% of the 13F portfolio, value $1,956,644.

    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 6,523 shares
    Change vs previous 13F +305 shares

    0.12% of the 13F portfolio, value $1,637,327.

    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 6,218 shares
    Change vs previous 13F +44 shares

    0.13% of the 13F portfolio, value $1,721,970.

    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 6,174 shares
    Change vs previous 13F +462 shares

    0.13% of the 13F portfolio, value $1,689,625.

    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 5,712 shares
    Change vs previous 13F +305 shares

    0.12% of the 13F portfolio, value $1,408,056.

    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 5,407 shares
    Change vs previous 13F +266 shares

    0.11% of the 13F portfolio, value $1,140,487.

    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 5,141 shares
    Change vs previous 13F +249 shares

    0.11% of the 13F portfolio, value $1,209,640.

    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 4,892 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,076,524.

    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).