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Disclosery

WBH ADVISORY INC: SPDW position timeline

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

WBH ADVISORY INC held 237,189 SPDW 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 237,189 shares
    Change vs previous 13F +10,294 shares

    0.8% of the 13F portfolio, value $11,951,932.

    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 226,895 shares
    Change vs previous 13F +31,959 shares

    0.79% of the 13F portfolio, value $10,530,219.

    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 194,936 shares
    Change vs previous 13F +9,924 shares

    0.64% of the 13F portfolio, value $8,657,129.

    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 185,012 shares
    Change vs previous 13F +7,410 shares

    0.6% of the 13F portfolio, value $7,916,665.

    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 177,602 shares
    Change vs previous 13F +23,641 shares

    0.61% of the 13F portfolio, value $7,191,106.

    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 153,961 shares
    Change vs previous 13F +12,026 shares

    0.52% of the 13F portfolio, value $5,605,736.

    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 141,935 shares
    Change vs previous 13F +23,134 shares

    0.45% of the 13F portfolio, value $4,844,257.

    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 118,801 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,462,183.

    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).