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Disclosery

WBH ADVISORY INC: VFH position timeline

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

WBH ADVISORY INC held 99,170 VFH 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 99,170 shares
    Change vs previous 13F -1,732 shares

    0.88% of the 13F portfolio, value $13,050,772.

    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 100,902 shares
    Change vs previous 13F -8,254 shares

    0.91% of the 13F portfolio, value $12,192,998.

    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 109,156 shares
    Change vs previous 13F -1,247 shares

    1.08% of the 13F portfolio, value $14,571,234.

    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 110,403 shares
    Change vs previous 13F -3,634 shares

    1.11% of the 13F portfolio, value $14,489,290.

    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 114,037 shares
    Change vs previous 13F -1,928 shares

    1.24% of the 13F portfolio, value $14,516,910.

    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 115,965 shares
    Change vs previous 13F -1,172 shares

    1.29% of the 13F portfolio, value $13,854,339.

    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 117,137 shares
    Change vs previous 13F -6 shares

    1.28% of the 13F portfolio, value $13,830,381.

    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 117,143 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $12,875,141.

    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).