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Disclosery

WBH ADVISORY INC: VGLT position timeline

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

WBH ADVISORY INC held 60,899 VGLT 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 60,899 shares
    Change vs previous 13F -8,918 shares

    0.23% of the 13F portfolio, value $3,360,381.

    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 69,817 shares
    Change vs previous 13F +15,119 shares

    0.29% of the 13F portfolio, value $3,846,912.

    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 54,698 shares
    Change vs previous 13F +13,032 shares

    0.23% of the 13F portfolio, value $3,052,148.

    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 41,666 shares
    Change vs previous 13F +21,894 shares

    0.18% of the 13F portfolio, value $2,369,153.

    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 19,772 shares
    Change vs previous 13F -28,517 shares

    0.09% of the 13F portfolio, value $1,109,604.

    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 48,289 shares
    Change vs previous 13F +34,531 shares

    0.26% of the 13F portfolio, value $2,781,947.

    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 13,758 shares
    Change vs previous 13F +10,012 shares

    0.07% of the 13F portfolio, value $761,529.

    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 3,746 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $230,505.

    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).