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Disclosery

WBH ADVISORY INC: IYG position timeline

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

WBH ADVISORY INC held 8,903 IYG 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 8,903 shares
    Change vs previous 13F -156 shares

    0.05% of the 13F portfolio, value $805,489.

    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 9,059 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $751,172.

    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 9,070 shares
    Change vs previous 13F +98 shares

    0.06% of the 13F portfolio, value $836,708.

    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 8,972 shares
    Change vs previous 13F -16 shares

    0.06% of the 13F portfolio, value $804,250.

    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 8,988 shares
    Change vs previous 13F +5,417 shares

    0.07% of the 13F portfolio, value $769,373.

    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 3,571 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $280,502.

    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).