Skip to content
Disclosery

WBH ADVISORY INC: SCHF position timeline

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

WBH ADVISORY INC held 710,794 SCHF 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 710,794 shares
    Change vs previous 13F -2,777 shares

    1.32% of the 13F portfolio, value $19,688,990.

    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 713,571 shares
    Change vs previous 13F +11,806 shares

    1.34% of the 13F portfolio, value $17,939,176.

    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 701,765 shares
    Change vs previous 13F +24,617 shares

    1.25% of the 13F portfolio, value $16,870,423.

    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 677,148 shares
    Change vs previous 13F +24,021 shares

    1.2% of the 13F portfolio, value $15,764,008.

    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 653,127 shares
    Change vs previous 13F -56,391 shares

    1.23% of the 13F portfolio, value $14,434,106.

    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 709,518 shares
    Change vs previous 13F +11,305 shares

    1.31% of the 13F portfolio, value $14,034,263.

    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 698,213 shares
    Change vs previous 13F +356,843 shares

    1.2% of the 13F portfolio, value $12,916,939.

    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 341,370 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $14,037,151.

    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).