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WBH ADVISORY INC: VCSH position timeline

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

WBH ADVISORY INC held 285,697 VCSH 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 285,697 shares
    Change vs previous 13F -4,806 shares

    1.52% of the 13F portfolio, value $22,578,651.

    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 290,503 shares
    Change vs previous 13F +16,983 shares

    1.72% of the 13F portfolio, value $22,961,352.

    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 273,520 shares
    Change vs previous 13F +18,483 shares

    1.61% of the 13F portfolio, value $21,807,719.

    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 255,037 shares
    Change vs previous 13F +21,354 shares

    1.56% of the 13F portfolio, value $20,385,088.

    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 233,683 shares
    Change vs previous 13F +36,195 shares

    1.58% of the 13F portfolio, value $18,577,830.

    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 197,488 shares
    Change vs previous 13F +17,630 shares

    1.45% of the 13F portfolio, value $15,589,740.

    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 179,858 shares
    Change vs previous 13F +26,307 shares

    1.3% of the 13F portfolio, value $14,030,742.

    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 153,551 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $12,194,990.

    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).