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Disclosery

WBH ADVISORY INC: USXF position timeline

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

WBH ADVISORY INC held 5,206 USXF 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 5,206 shares
    Change vs previous 13F +29 shares

    0.02% of the 13F portfolio, value $361,557.

    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 5,177 shares
    Change vs previous 13F -37 shares

    0.02% of the 13F portfolio, value $288,255.

    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 5,214 shares
    Change vs previous 13F +97 shares

    0.02% of the 13F portfolio, value $300,222.

    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 5,117 shares
    Change vs previous 13F -1,995 shares

    0.02% of the 13F portfolio, value $293,255.

    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 7,112 shares
    Change vs previous 13F -2,138 shares

    0.03% of the 13F portfolio, value $383,550.

    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 9,250 shares
    Change vs previous 13F +72 shares

    0.04% of the 13F portfolio, value $431,698.

    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 9,178 shares
    Change vs previous 13F +1,446 shares

    0.04% of the 13F portfolio, value $456,330.

    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 7,732 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $379,487.

    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).