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Disclosery

WBH ADVISORY INC: LQD position timeline

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

WBH ADVISORY INC held 83,217 LQD 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 83,217 shares
    Change vs previous 13F +628 shares

    0.61% of the 13F portfolio, value $9,076,525.

    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 82,589 shares
    Change vs previous 13F +12,032 shares

    0.67% of the 13F portfolio, value $8,974,095.

    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 70,557 shares
    Change vs previous 13F -10,159 shares

    0.58% of the 13F portfolio, value $7,774,696.

    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 80,716 shares
    Change vs previous 13F +4,219 shares

    0.69% of the 13F portfolio, value $8,997,444.

    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 76,497 shares
    Change vs previous 13F +4,384 shares

    0.71% of the 13F portfolio, value $8,384,822.

    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 72,113 shares
    Change vs previous 13F -760 shares

    0.73% of the 13F portfolio, value $7,837,998.

    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 72,873 shares
    Change vs previous 13F -613 shares

    0.72% of the 13F portfolio, value $7,785,758.

    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 73,486 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,302,448.

    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).