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Disclosery

WBH ADVISORY INC: SPEM position timeline

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

WBH ADVISORY INC held 133,067 SPEM 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 133,067 shares
    Change vs previous 13F +12,976 shares

    0.46% of the 13F portfolio, value $6,890,227.

    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 120,091 shares
    Change vs previous 13F +18,060 shares

    0.42% of the 13F portfolio, value $5,652,668.

    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 102,031 shares
    Change vs previous 13F +10,058 shares

    0.35% of the 13F portfolio, value $4,776,056.

    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 91,973 shares
    Change vs previous 13F +5,289 shares

    0.33% of the 13F portfolio, value $4,305,278.

    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 86,684 shares
    Change vs previous 13F +36,107 shares

    0.32% of the 13F portfolio, value $3,704,894.

    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 50,577 shares
    Change vs previous 13F +1,926 shares

    0.19% of the 13F portfolio, value $1,991,215.

    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 48,651 shares
    Change vs previous 13F +2,124 shares

    0.17% of the 13F portfolio, value $1,866,737.

    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 46,527 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,920,619.

    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).