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Disclosery

WBH ADVISORY INC: JBND position timeline

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

WBH ADVISORY INC held 284,435 JBND 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 284,435 shares
    Change vs previous 13F +32,976 shares

    1.02% of the 13F portfolio, value $15,217,286.

    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 251,459 shares
    Change vs previous 13F +68,269 shares

    1.01% of the 13F portfolio, value $13,475,671.

    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 183,190 shares
    Change vs previous 13F +48,408 shares

    0.73% of the 13F portfolio, value $9,905,063.

    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 134,782 shares
    Change vs previous 13F +44,337 shares

    0.56% of the 13F portfolio, value $7,299,779.

    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 90,445 shares
    Change vs previous 13F +80,575 shares

    0.41% of the 13F portfolio, value $4,846,948.

    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 9,870 shares
    Change vs previous 13F -1,203 shares

    0.05% of the 13F portfolio, value $528,242.

    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 11,073 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $578,564.

    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).