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Disclosery

WBH ADVISORY INC: SCHQ position timeline

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

WBH ADVISORY INC held 35,637 SCHQ 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 35,637 shares
    Change vs previous 13F -59,648 shares

    0.07% of the 13F portfolio, value $1,115,438.

    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 95,285 shares
    Change vs previous 13F -33,215 shares

    0.22% of the 13F portfolio, value $2,981,464.

    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 128,500 shares
    Change vs previous 13F +41,245 shares

    0.3% of the 13F portfolio, value $4,073,435.

    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 87,255 shares
    Change vs previous 13F +1,664 shares

    0.22% of the 13F portfolio, value $2,819,208.

    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 85,591 shares
    Change vs previous 13F -27,844 shares

    0.23% of the 13F portfolio, value $2,729,488.

    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 113,435 shares
    Change vs previous 13F +73,219 shares

    0.35% of the 13F portfolio, value $3,716,131.

    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 40,216 shares
    Change vs previous 13F -27,155 shares

    0.12% of the 13F portfolio, value $1,263,989.

    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 67,371 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,357,311.

    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).