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Disclosery

WBH ADVISORY INC: MAR position timeline

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

WBH ADVISORY INC held 697 MAR 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 697 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $258,301.

    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 697 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $232,422.

    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 682 shares
    Change vs previous 13F -356 shares

    0.02% of the 13F portfolio, value $211,584.

    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 1,038 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $270,337.

    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 1,038 shares
    Change vs previous 13F -304 shares

    0.02% of the 13F portfolio, value $283,592.

    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 1,342 shares
    Change vs previous 13F +512 shares

    0.03% of the 13F portfolio, value $319,664.

    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 830 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $231,433.

    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).