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WBH ADVISORY INC: VT position timeline

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

WBH ADVISORY INC held 79,947 VT 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 79,947 shares
    Change vs previous 13F -825 shares

    0.84% of the 13F portfolio, value $12,547,665.

    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 80,772 shares
    Change vs previous 13F -2,594 shares

    0.84% of the 13F portfolio, value $11,283,075.

    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 83,366 shares
    Change vs previous 13F -3,084 shares

    0.87% of the 13F portfolio, value $11,759,644.

    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 86,450 shares
    Change vs previous 13F -705 shares

    0.91% of the 13F portfolio, value $11,912,792.

    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 87,155 shares
    Change vs previous 13F -19,633 shares

    0.95% of the 13F portfolio, value $11,201,165.

    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 106,788 shares
    Change vs previous 13F +22,074 shares

    1.16% of the 13F portfolio, value $12,382,089.

    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 84,714 shares
    Change vs previous 13F +5,299 shares

    0.92% of the 13F portfolio, value $9,952,175.

    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 79,415 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $9,505,991.

    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).