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Disclosery

WBH ADVISORY INC: TFC position timeline

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

WBH ADVISORY INC held 7,338 TFC 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 7,338 shares
    Change vs previous 13F -161 shares

    0.02% of the 13F portfolio, value $365,579.

    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 7,499 shares
    Change vs previous 13F +452 shares

    0.03% of the 13F portfolio, value $350,278.

    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 7,047 shares
    Change vs previous 13F +950 shares

    0.03% of the 13F portfolio, value $346,783.

    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 6,097 shares
    Change vs previous 13F +187 shares

    0.02% of the 13F portfolio, value $278,755.

    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 5,910 shares
    Change vs previous 13F -464 shares

    0.02% of the 13F portfolio, value $254,071.

    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 6,374 shares
    Change vs previous 13F -21 shares

    0.02% of the 13F portfolio, value $262,290.

    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 6,395 shares
    Change vs previous 13F -729 shares

    0.03% of the 13F portfolio, value $277,419.

    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 7,124 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $304,688.

    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).