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Disclosery

WBH ADVISORY INC: MBB position timeline

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

WBH ADVISORY INC held 52,017 MBB 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 52,017 shares
    Change vs previous 13F -5,458 shares

    0.33% of the 13F portfolio, value $4,916,642.

    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 57,475 shares
    Change vs previous 13F -13,304 shares

    0.41% of the 13F portfolio, value $5,441,149.

    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 70,779 shares
    Change vs previous 13F -31,885 shares

    0.5% of the 13F portfolio, value $6,739,600.

    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 102,664 shares
    Change vs previous 13F -12,648 shares

    0.75% of the 13F portfolio, value $9,768,437.

    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 115,312 shares
    Change vs previous 13F +2,605 shares

    0.92% of the 13F portfolio, value $10,826,653.

    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 112,707 shares
    Change vs previous 13F +5,367 shares

    0.99% of the 13F portfolio, value $10,569,661.

    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 107,340 shares
    Change vs previous 13F +13,716 shares

    0.91% of the 13F portfolio, value $9,840,896.

    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 93,624 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,970,115.

    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).