Skip to content
Disclosery

WBH ADVISORY INC: JPIE position timeline

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

WBH ADVISORY INC held 33,690 JPIE 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 33,690 shares
    Change vs previous 13F +3,093 shares

    0.1% of the 13F portfolio, value $1,551,416.

    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 30,597 shares
    Change vs previous 13F -2,953 shares

    0.11% of the 13F portfolio, value $1,404,420.

    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 33,550 shares
    Change vs previous 13F +3,565 shares

    0.11% of the 13F portfolio, value $1,553,011.

    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 29,985 shares
    Change vs previous 13F +7,928 shares

    0.11% of the 13F portfolio, value $1,391,594.

    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 22,057 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,021,680.

    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).