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Disclosery

WBH ADVISORY INC: QUAL position timeline

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

WBH ADVISORY INC held 13,082 QUAL 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 13,082 shares
    Change vs previous 13F -43 shares

    0.19% of the 13F portfolio, value $2,870,529.

    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 13,125 shares
    Change vs previous 13F +62 shares

    0.19% of the 13F portfolio, value $2,530,015.

    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 13,063 shares
    Change vs previous 13F -537 shares

    0.19% of the 13F portfolio, value $2,594,622.

    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 13,600 shares
    Change vs previous 13F -35,243 shares

    0.2% of the 13F portfolio, value $2,645,209.

    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 48,843 shares
    Change vs previous 13F -12,730 shares

    0.76% of the 13F portfolio, value $8,929,468.

    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 61,573 shares
    Change vs previous 13F -10,820 shares

    0.98% of the 13F portfolio, value $10,522,284.

    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 72,393 shares
    Change vs previous 13F +4,775 shares

    1.2% of the 13F portfolio, value $12,891,744.

    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 67,618 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $12,123,891.

    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).