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WBH ADVISORY INC: VB position timeline

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

WBH ADVISORY INC held 89,618 VB 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 89,618 shares
    Change vs previous 13F +357 shares

    1.83% of the 13F portfolio, value $27,164,991.

    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 89,261 shares
    Change vs previous 13F -3,041 shares

    1.76% of the 13F portfolio, value $23,512,203.

    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 92,302 shares
    Change vs previous 13F -427 shares

    1.76% of the 13F portfolio, value $23,809,243.

    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 92,729 shares
    Change vs previous 13F -1,976 shares

    1.8% of the 13F portfolio, value $23,579,163.

    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 94,705 shares
    Change vs previous 13F +2,961 shares

    1.91% of the 13F portfolio, value $22,443,224.

    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 91,744 shares
    Change vs previous 13F -1,919 shares

    1.9% of the 13F portfolio, value $20,344,289.

    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 93,663 shares
    Change vs previous 13F +255 shares

    2.09% of the 13F portfolio, value $22,505,279.

    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 93,408 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $22,157,300.

    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).