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Disclosery

WBH ADVISORY INC: SCHB position timeline

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

WBH ADVISORY INC held 2,072,831 SCHB 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 2,072,831 shares
    Change vs previous 13F -46,809 shares

    4.03% of the 13F portfolio, value $60,029,196.

    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 2,119,640 shares
    Change vs previous 13F +86,869 shares

    4.02% of the 13F portfolio, value $53,626,892.

    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 2,032,771 shares
    Change vs previous 13F +13,682 shares

    3.95% of the 13F portfolio, value $53,319,580.

    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 2,019,089 shares
    Change vs previous 13F -6,790 shares

    3.96% of the 13F portfolio, value $51,910,769.

    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 2,025,879 shares
    Change vs previous 13F -99,169 shares

    4.11% of the 13F portfolio, value $48,276,697.

    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 2,125,048 shares
    Change vs previous 13F +87,197 shares

    4.27% of the 13F portfolio, value $45,752,273.

    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 2,037,851 shares
    Change vs previous 13F +1,381,105 shares

    4.29% of the 13F portfolio, value $46,259,221.

    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 656,746 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $43,686,773.

    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).