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Disclosery

WBH ADVISORY INC: NEAR position timeline

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

WBH ADVISORY INC held 296,264 NEAR 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 296,264 shares
    Change vs previous 13F +45,898 shares

    1.01% of the 13F portfolio, value $15,008,722.

    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 250,366 shares
    Change vs previous 13F +17,355 shares

    0.95% of the 13F portfolio, value $12,683,560.

    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 233,011 shares
    Change vs previous 13F +8,952 shares

    0.88% of the 13F portfolio, value $11,906,868.

    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 224,059 shares
    Change vs previous 13F +41,868 shares

    0.88% of the 13F portfolio, value $11,489,722.

    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 182,191 shares
    Change vs previous 13F +32,968 shares

    0.79% of the 13F portfolio, value $9,309,941.

    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 149,223 shares
    Change vs previous 13F +10,550 shares

    0.71% of the 13F portfolio, value $7,590,983.

    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 138,673 shares
    Change vs previous 13F +30,512 shares

    0.65% of the 13F portfolio, value $7,003,006.

    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 108,161 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,542,150.

    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).