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Disclosery

WBH ADVISORY INC: SPSM position timeline

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

WBH ADVISORY INC held 312,928 SPSM 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 312,928 shares
    Change vs previous 13F -591 shares

    1.21% of the 13F portfolio, value $18,046,552.

    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 313,519 shares
    Change vs previous 13F +3,337 shares

    1.14% of the 13F portfolio, value $15,249,570.

    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 310,182 shares
    Change vs previous 13F +1,056 shares

    1.08% of the 13F portfolio, value $14,535,116.

    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 309,126 shares
    Change vs previous 13F +2,887 shares

    1.09% of the 13F portfolio, value $14,318,701.

    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 306,239 shares
    Change vs previous 13F +10,906 shares

    1.11% of the 13F portfolio, value $13,045,765.

    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 295,333 shares
    Change vs previous 13F +5,193 shares

    1.12% of the 13F portfolio, value $12,037,787.

    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 290,140 shares
    Change vs previous 13F +2,754 shares

    1.21% of the 13F portfolio, value $13,033,099.

    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 287,386 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $13,078,935.

    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).