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Disclosery

WBH ADVISORY INC: JPM position timeline

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

WBH ADVISORY INC held 10,201 JPM 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 10,201 shares
    Change vs previous 13F -624 shares

    0.22% of the 13F portfolio, value $3,339,048.

    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 10,825 shares
    Change vs previous 13F -1,889 shares

    0.24% of the 13F portfolio, value $3,197,418.

    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 12,714 shares
    Change vs previous 13F +52 shares

    0.3% of the 13F portfolio, value $4,096,595.

    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 12,662 shares
    Change vs previous 13F +73 shares

    0.3% of the 13F portfolio, value $3,993,855.

    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 12,589 shares
    Change vs previous 13F -1,436 shares

    0.31% of the 13F portfolio, value $3,649,539.

    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 14,025 shares
    Change vs previous 13F +616 shares

    0.32% of the 13F portfolio, value $3,440,432.

    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 13,409 shares
    Change vs previous 13F +1,508 shares

    0.3% of the 13F portfolio, value $3,214,345.

    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 11,901 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,509,486.

    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).