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Disclosery

WBH ADVISORY INC: SPMD position timeline

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

WBH ADVISORY INC held 210,799 SPMD 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 210,799 shares
    Change vs previous 13F -1,069 shares

    0.96% of the 13F portfolio, value $14,241,583.

    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 211,868 shares
    Change vs previous 13F +2,370 shares

    0.95% of the 13F portfolio, value $12,646,375.

    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 209,498 shares
    Change vs previous 13F -1,027 shares

    0.9% of the 13F portfolio, value $12,132,012.

    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 210,525 shares
    Change vs previous 13F +2,834 shares

    0.92% of the 13F portfolio, value $12,039,907.

    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 207,691 shares
    Change vs previous 13F -2,461 shares

    0.96% of the 13F portfolio, value $11,294,257.

    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 210,152 shares
    Change vs previous 13F +4,133 shares

    1% of the 13F portfolio, value $10,755,599.

    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 206,019 shares
    Change vs previous 13F +5,421 shares

    1.05% of the 13F portfolio, value $11,267,204.

    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 200,598 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $10,968,703.

    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).