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Disclosery

WBH ADVISORY INC: VHT position timeline

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

WBH ADVISORY INC held 56,991 VHT 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 56,991 shares
    Change vs previous 13F -1,733 shares

    1.14% of the 13F portfolio, value $17,040,817.

    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 58,724 shares
    Change vs previous 13F -3,452 shares

    1.21% of the 13F portfolio, value $16,119,871.

    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 62,176 shares
    Change vs previous 13F -457 shares

    1.33% of the 13F portfolio, value $17,897,292.

    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 62,633 shares
    Change vs previous 13F -2,517 shares

    1.24% of the 13F portfolio, value $16,259,578.

    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 65,150 shares
    Change vs previous 13F -4,889 shares

    1.38% of the 13F portfolio, value $16,179,343.

    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 70,039 shares
    Change vs previous 13F -2,464 shares

    1.73% of the 13F portfolio, value $18,541,301.

    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 72,503 shares
    Change vs previous 13F +394 shares

    1.71% of the 13F portfolio, value $18,393,316.

    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 72,109 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $20,349,088.

    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).