Skip to content
Disclosery

WBH ADVISORY INC: VPU position timeline

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

WBH ADVISORY INC held 11,726 VPU 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 11,726 shares
    Change vs previous 13F -253 shares

    0.15% of the 13F portfolio, value $2,295,107.

    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 11,979 shares
    Change vs previous 13F -1,591 shares

    0.18% of the 13F portfolio, value $2,383,435.

    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 13,570 shares
    Change vs previous 13F -191 shares

    0.19% of the 13F portfolio, value $2,510,968.

    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 13,761 shares
    Change vs previous 13F -131 shares

    0.2% of the 13F portfolio, value $2,606,423.

    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 13,892 shares
    Change vs previous 13F -248 shares

    0.21% of the 13F portfolio, value $2,452,034.

    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 14,140 shares
    Change vs previous 13F -196 shares

    0.23% of the 13F portfolio, value $2,415,202.

    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 14,336 shares
    Change vs previous 13F -73 shares

    0.22% of the 13F portfolio, value $2,342,725.

    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 14,409 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,507,945.

    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).