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Disclosery

WBH ADVISORY INC: PFFD position timeline

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

WBH ADVISORY INC held 35,629 PFFD 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 35,629 shares
    Change vs previous 13F +1,714 shares

    0.04% of the 13F portfolio, value $665,912.

    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 33,915 shares
    Change vs previous 13F +4,892 shares

    0.05% of the 13F portfolio, value $623,702.

    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 29,023 shares
    Change vs previous 13F +246 shares

    0.04% of the 13F portfolio, value $548,819.

    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 28,777 shares
    Change vs previous 13F +3,416 shares

    0.04% of the 13F portfolio, value $559,144.

    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 25,361 shares
    Change vs previous 13F +10,910 shares

    0.04% of the 13F portfolio, value $477,543.

    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 14,451 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $275,150.

    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).