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Disclosery

WBH ADVISORY INC: SPGP position timeline

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

WBH ADVISORY INC held 7,023 SPGP 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 7,023 shares
    Change vs previous 13F -425 shares

    0.06% of the 13F portfolio, value $858,843.

    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 7,448 shares
    Change vs previous 13F -159 shares

    0.06% of the 13F portfolio, value $804,384.

    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 7,607 shares
    Change vs previous 13F -588 shares

    0.06% of the 13F portfolio, value $866,133.

    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 8,195 shares
    Change vs previous 13F -30 shares

    0.07% of the 13F portfolio, value $931,116.

    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 8,225 shares
    Change vs previous 13F -3,075 shares

    0.08% of the 13F portfolio, value $885,833.

    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 11,300 shares
    Change vs previous 13F -340 shares

    0.11% of the 13F portfolio, value $1,128,644.

    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 11,640 shares
    Change vs previous 13F -1,077 shares

    0.11% of the 13F portfolio, value $1,220,803.

    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 12,717 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,331,092.

    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).