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Disclosery

WBH ADVISORY INC: SPY position timeline

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

WBH ADVISORY INC held 12,822 SPY 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 12,822 shares
    Change vs previous 13F -141 shares

    0.64% of the 13F portfolio, value $9,575,161.

    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 12,963 shares
    Change vs previous 13F +17 shares

    0.64% of the 13F portfolio, value $8,493,741.

    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 12,946 shares
    Change vs previous 13F -123 shares

    0.65% of the 13F portfolio, value $8,828,091.

    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 13,069 shares
    Change vs previous 13F +95 shares

    0.66% of the 13F portfolio, value $8,706,027.

    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 12,974 shares
    Change vs previous 13F -1,763 shares

    0.68% of the 13F portfolio, value $8,015,894.

    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 14,737 shares
    Change vs previous 13F -126 shares

    0.77% of the 13F portfolio, value $8,243,801.

    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 14,863 shares
    Change vs previous 13F +45 shares

    0.81% of the 13F portfolio, value $8,711,111.

    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 14,818 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $8,502,078.

    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).