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Disclosery

WBH ADVISORY INC: VGSH position timeline

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

WBH ADVISORY INC held 359,071 VGSH 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 359,071 shares
    Change vs previous 13F +12,707 shares

    1.4% of the 13F portfolio, value $20,897,966.

    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 346,364 shares
    Change vs previous 13F +15,099 shares

    1.51% of the 13F portfolio, value $20,206,892.

    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 331,265 shares
    Change vs previous 13F +16,213 shares

    1.44% of the 13F portfolio, value $19,455,201.

    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 315,052 shares
    Change vs previous 13F -15,196 shares

    1.42% of the 13F portfolio, value $18,540,840.

    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 330,248 shares
    Change vs previous 13F -28,948 shares

    1.65% of the 13F portfolio, value $19,411,955.

    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 359,196 shares
    Change vs previous 13F -37,790 shares

    1.97% of the 13F portfolio, value $21,081,188.

    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 396,986 shares
    Change vs previous 13F -25,904 shares

    2.14% of the 13F portfolio, value $23,096,659.

    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 422,890 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $24,958,958.

    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).