Skip to content
Disclosery

WBH ADVISORY INC: URTH position timeline

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

WBH ADVISORY INC held 18,059 URTH 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 18,059 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $3,659,422.

    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 18,058 shares
    Change vs previous 13F -117 shares

    0.25% of the 13F portfolio, value $3,283,112.

    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 18,175 shares
    Change vs previous 13F -734 shares

    0.25% of the 13F portfolio, value $3,376,356.

    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 18,909 shares
    Change vs previous 13F -8 shares

    0.26% of the 13F portfolio, value $3,433,107.

    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 18,917 shares
    Change vs previous 13F +2,568 shares

    0.27% of the 13F portfolio, value $3,204,151.

    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 16,349 shares
    Change vs previous 13F +4,843 shares

    0.23% of the 13F portfolio, value $2,504,340.

    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 11,506 shares
    Change vs previous 13F -355 shares

    0.17% of the 13F portfolio, value $1,789,183.

    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 11,861 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,861,110.

    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).