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Disclosery

WBH ADVISORY INC: PFM position timeline

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

WBH ADVISORY INC held 9,007 PFM 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 9,007 shares
    Change vs previous 13F -139 shares

    0.03% of the 13F portfolio, value $499,500.

    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 9,146 shares
    Change vs previous 13F -832 shares

    0.04% of the 13F portfolio, value $468,389.

    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 9,978 shares
    Change vs previous 13F -115 shares

    0.04% of the 13F portfolio, value $513,935.

    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 10,093 shares
    Change vs previous 13F -368 shares

    0.04% of the 13F portfolio, value $512,165.

    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 10,461 shares
    Change vs previous 13F -759 shares

    0.04% of the 13F portfolio, value $503,926.

    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 11,220 shares
    Change vs previous 13F -453 shares

    0.05% of the 13F portfolio, value $513,650.

    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 11,673 shares
    Change vs previous 13F -605 shares

    0.05% of the 13F portfolio, value $535,346.

    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 12,278 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $571,550.

    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).