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Disclosery

WBH ADVISORY INC: TROW position timeline

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

WBH ADVISORY INC held 2,751 TROW 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 2,751 shares
    Change vs previous 13F -456 shares

    0.02% of the 13F portfolio, value $312,761.

    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 3,207 shares
    Change vs previous 13F -531 shares

    0.02% of the 13F portfolio, value $288,213.

    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 3,738 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $382,696.

    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 3,778 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $387,774.

    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 3,778 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $364,577.

    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 3,803 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $349,382.

    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 3,808 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $430,653.

    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 3,803 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $414,261.

    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).