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Disclosery

WBH ADVISORY INC: IXUS position timeline

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

WBH ADVISORY INC held 64,191 IXUS 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 64,191 shares
    Change vs previous 13F +151 shares

    0.41% of the 13F portfolio, value $6,126,365.

    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 64,040 shares
    Change vs previous 13F -38 shares

    0.42% of the 13F portfolio, value $5,610,522.

    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 64,078 shares
    Change vs previous 13F -725 shares

    0.4% of the 13F portfolio, value $5,423,540.

    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 64,803 shares
    Change vs previous 13F +761 shares

    0.41% of the 13F portfolio, value $5,351,414.

    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 64,042 shares
    Change vs previous 13F +825 shares

    0.42% of the 13F portfolio, value $4,951,071.

    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 63,217 shares
    Change vs previous 13F -28 shares

    0.41% of the 13F portfolio, value $4,413,202.

    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 63,245 shares
    Change vs previous 13F -1,144 shares

    0.39% of the 13F portfolio, value $4,183,046.

    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 64,389 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,676,551.

    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).