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Disclosery

WBH ADVISORY INC: VIG position timeline

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

WBH ADVISORY INC held 7,647 VIG 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 7,647 shares
    Change vs previous 13F -118 shares

    0.12% of the 13F portfolio, value $1,809,483.

    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 7,765 shares
    Change vs previous 13F -176 shares

    0.13% of the 13F portfolio, value $1,674,704.

    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 7,941 shares
    Change vs previous 13F -39 shares

    0.13% of the 13F portfolio, value $1,745,382.

    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 7,980 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $1,721,982.

    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 7,977 shares
    Change vs previous 13F -806 shares

    0.14% of the 13F portfolio, value $1,632,749.

    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 8,783 shares
    Change vs previous 13F -6 shares

    0.16% of the 13F portfolio, value $1,703,906.

    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 8,789 shares
    Change vs previous 13F -97 shares

    0.16% of the 13F portfolio, value $1,721,087.

    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 8,886 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,759,960.

    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).