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Disclosery

WBH ADVISORY INC: SCHR position timeline

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

WBH ADVISORY INC held 145,877 SCHR 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 145,877 shares
    Change vs previous 13F +74,241 shares

    0.24% of the 13F portfolio, value $3,597,327.

    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 71,636 shares
    Change vs previous 13F -7,193 shares

    0.13% of the 13F portfolio, value $1,777,289.

    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 78,829 shares
    Change vs previous 13F +21,445 shares

    0.15% of the 13F portfolio, value $1,977,031.

    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 57,384 shares
    Change vs previous 13F +48,003 shares

    0.11% of the 13F portfolio, value $1,442,060.

    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 9,381 shares
    Change vs previous 13F -793 shares

    0.02% of the 13F portfolio, value $234,806.

    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 10,174 shares
    Change vs previous 13F +1,413 shares

    0.02% of the 13F portfolio, value $252,926.

    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 8,761 shares
    Change vs previous 13F +273 shares

    0.02% of the 13F portfolio, value $212,805.

    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 8,488 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $429,493.

    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).