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Disclosery

WBH ADVISORY INC: QQQ position timeline

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

WBH ADVISORY INC held 10,503 QQQ 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 10,503 shares
    Change vs previous 13F -1,233 shares

    0.52% of the 13F portfolio, value $7,734,850.

    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 11,736 shares
    Change vs previous 13F -461 shares

    0.51% of the 13F portfolio, value $6,857,228.

    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 12,197 shares
    Change vs previous 13F +1,056 shares

    0.55% of the 13F portfolio, value $7,492,802.

    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 11,141 shares
    Change vs previous 13F -143 shares

    0.51% of the 13F portfolio, value $6,688,894.

    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 11,284 shares
    Change vs previous 13F -616 shares

    0.53% of the 13F portfolio, value $6,224,738.

    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 11,900 shares
    Change vs previous 13F +916 shares

    0.52% of the 13F portfolio, value $5,580,278.

    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 10,984 shares
    Change vs previous 13F -157 shares

    0.52% of the 13F portfolio, value $5,615,492.

    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 11,141 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,437,589.

    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).