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WBH ADVISORY INC: VTEB position timeline

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

WBH ADVISORY INC held 23,144 VTEB 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 23,144 shares
    Change vs previous 13F +799 shares

    0.08% of the 13F portfolio, value $1,170,614.

    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 22,345 shares
    Change vs previous 13F -17,160 shares

    0.08% of the 13F portfolio, value $1,115,233.

    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 39,505 shares
    Change vs previous 13F +13 shares

    0.15% of the 13F portfolio, value $1,986,717.

    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 39,492 shares
    Change vs previous 13F -9,980 shares

    0.15% of the 13F portfolio, value $1,977,370.

    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 49,472 shares
    Change vs previous 13F -22,404 shares

    0.21% of the 13F portfolio, value $2,425,601.

    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 71,876 shares
    Change vs previous 13F -4,034 shares

    0.33% of the 13F portfolio, value $3,566,465.

    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 75,910 shares
    Change vs previous 13F +19,082 shares

    0.35% of the 13F portfolio, value $3,805,373.

    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 56,828 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,905,066.

    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).