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Disclosery

WBH ADVISORY INC: USIG position timeline

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

WBH ADVISORY INC held 25,842 USIG 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 25,842 shares
    Change vs previous 13F -2,168 shares

    0.09% of the 13F portfolio, value $1,325,414.

    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 28,010 shares
    Change vs previous 13F +881 shares

    0.11% of the 13F portfolio, value $1,430,201.

    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 27,129 shares
    Change vs previous 13F -493 shares

    0.1% of the 13F portfolio, value $1,404,469.

    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 27,622 shares
    Change vs previous 13F -247 shares

    0.11% of the 13F portfolio, value $1,442,445.

    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 27,869 shares
    Change vs previous 13F +2,175 shares

    0.12% of the 13F portfolio, value $1,433,586.

    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 25,694 shares
    Change vs previous 13F +50 shares

    0.12% of the 13F portfolio, value $1,312,428.

    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 25,644 shares
    Change vs previous 13F +1,633 shares

    0.12% of the 13F portfolio, value $1,289,380.

    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 24,011 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,262,498.

    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).