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Disclosery

WBH ADVISORY INC: PM position timeline

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

WBH ADVISORY INC held 5,584 PM 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 5,584 shares
    Change vs previous 13F -150 shares

    0.07% of the 13F portfolio, value $1,010,201.

    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 5,734 shares
    Change vs previous 13F -17 shares

    0.07% of the 13F portfolio, value $902,130.

    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 5,751 shares
    Change vs previous 13F +1,119 shares

    0.07% of the 13F portfolio, value $922,460.

    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 4,632 shares
    Change vs previous 13F -833 shares

    0.06% of the 13F portfolio, value $751,310.

    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 5,465 shares
    Change vs previous 13F -44 shares

    0.08% of the 13F portfolio, value $995,340.

    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 5,509 shares
    Change vs previous 13F +1,191 shares

    0.08% of the 13F portfolio, value $874,444.

    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 4,318 shares
    Change vs previous 13F +27 shares

    0.05% of the 13F portfolio, value $519,671.

    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 4,291 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $520,927.

    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).