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Disclosery

WBH ADVISORY INC: VDE position timeline

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

WBH ADVISORY INC held 15,654 VDE 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 15,654 shares
    Change vs previous 13F -274 shares

    0.16% of the 13F portfolio, value $2,350,194.

    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 15,928 shares
    Change vs previous 13F -805 shares

    0.2% of the 13F portfolio, value $2,656,720.

    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 16,733 shares
    Change vs previous 13F -96 shares

    0.16% of the 13F portfolio, value $2,107,007.

    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 16,829 shares
    Change vs previous 13F -1,012 shares

    0.16% of the 13F portfolio, value $2,118,061.

    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 17,841 shares
    Change vs previous 13F +1,849 shares

    0.18% of the 13F portfolio, value $2,125,234.

    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 15,992 shares
    Change vs previous 13F -255 shares

    0.19% of the 13F portfolio, value $2,074,263.

    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 16,247 shares
    Change vs previous 13F -369 shares

    0.18% of the 13F portfolio, value $1,970,931.

    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 16,616 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,034,913.

    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).