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WBH ADVISORY INC: VCR position timeline

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

WBH ADVISORY INC held 8,830 VCR 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 8,830 shares
    Change vs previous 13F +338 shares

    0.24% of the 13F portfolio, value $3,501,878.

    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 8,492 shares
    Change vs previous 13F +2,077 shares

    0.23% of the 13F portfolio, value $3,073,353.

    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 6,415 shares
    Change vs previous 13F +235 shares

    0.19% of the 13F portfolio, value $2,526,997.

    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 6,180 shares
    Change vs previous 13F -179 shares

    0.19% of the 13F portfolio, value $2,448,207.

    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 6,359 shares
    Change vs previous 13F -707 shares

    0.2% of the 13F portfolio, value $2,303,993.

    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 7,066 shares
    Change vs previous 13F +874 shares

    0.21% of the 13F portfolio, value $2,300,054.

    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 6,192 shares
    Change vs previous 13F +46 shares

    0.22% of the 13F portfolio, value $2,324,353.

    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 6,146 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,092,590.

    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).