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Disclosery

WBH ADVISORY INC: SPYM position timeline

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

WBH ADVISORY INC held 740,912 SPYM 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 740,912 shares
    Change vs previous 13F +29,960 shares

    4.37% of the 13F portfolio, value $65,111,354.

    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 710,952 shares
    Change vs previous 13F +18,343 shares

    4.11% of the 13F portfolio, value $54,828,580.

    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 692,609 shares
    Change vs previous 13F +54,970 shares

    4.11% of the 13F portfolio, value $55,561,114.

    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 637,639 shares
    Change vs previous 13F +44,720 shares

    3.81% of the 13F portfolio, value $49,952,643.

    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 592,919 shares
    Change vs previous 13F +184,826 shares

    3.67% of the 13F portfolio, value $43,099,250.

    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 408,093 shares
    Change vs previous 13F +80,712 shares

    2.5% of the 13F portfolio, value $26,836,192.

    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 327,381 shares
    Change vs previous 13F +6,448 shares

    2.09% of the 13F portfolio, value $22,569,669.

    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 320,933 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $21,666,196.

    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).