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Disclosery

WBH ADVISORY INC: MUNI position timeline

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

WBH ADVISORY INC held 35,511 MUNI 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 35,511 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,867,879.

    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 35,511 shares
    Change vs previous 13F +21,564 shares

    0.14% of the 13F portfolio, value $1,851,188.

    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 13,947 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $730,962.

    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 13,947 shares
    Change vs previous 13F -3,192 shares

    0.06% of the 13F portfolio, value $729,149.

    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 17,139 shares
    Change vs previous 13F +7,329 shares

    0.08% of the 13F portfolio, value $880,259.

    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 9,810 shares
    Change vs previous 13F +1,039 shares

    0.05% of the 13F portfolio, value $505,706.

    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 8,771 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $453,724.

    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 8,771 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $464,688.

    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).