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Disclosery

WBH ADVISORY INC: TFI position timeline

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

WBH ADVISORY INC held 21,829 TFI 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 21,829 shares
    Change vs previous 13F -4,048 shares

    0.07% of the 13F portfolio, value $999,768.

    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 25,877 shares
    Change vs previous 13F -6 shares

    0.09% of the 13F portfolio, value $1,172,228.

    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 25,883 shares
    Change vs previous 13F +968 shares

    0.09% of the 13F portfolio, value $1,183,112.

    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 24,915 shares
    Change vs previous 13F -3,434 shares

    0.09% of the 13F portfolio, value $1,135,377.

    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 28,349 shares
    Change vs previous 13F -5,922 shares

    0.11% of the 13F portfolio, value $1,266,350.

    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 34,271 shares
    Change vs previous 13F +2,312 shares

    0.14% of the 13F portfolio, value $1,544,594.

    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 31,959 shares
    Change vs previous 13F +3,508 shares

    0.14% of the 13F portfolio, value $1,457,970.

    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 28,451 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,332,360.

    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).