Skip to content
Disclosery

WBH ADVISORY INC: SUI position timeline

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

WBH ADVISORY INC held 8,664 SUI 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 8,664 shares
    Change vs previous 13F -446 shares

    0.07% of the 13F portfolio, value $1,038,954.

    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 9,110 shares
    Change vs previous 13F -825 shares

    0.09% of the 13F portfolio, value $1,160,429.

    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 9,935 shares
    Change vs previous 13F -352 shares

    0.09% of the 13F portfolio, value $1,231,107.

    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 10,287 shares
    Change vs previous 13F -851 shares

    0.1% of the 13F portfolio, value $1,327,010.

    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 11,138 shares
    Change vs previous 13F +36 shares

    0.12% of the 13F portfolio, value $1,408,891.

    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 11,102 shares
    Change vs previous 13F +10 shares

    0.13% of the 13F portfolio, value $1,428,141.

    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 11,092 shares
    Change vs previous 13F -492 shares

    0.13% of the 13F portfolio, value $1,364,041.

    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 11,584 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,565,544.

    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).