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Disclosery

WBH ADVISORY INC: VTV position timeline

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

WBH ADVISORY INC held 18,916 VTV 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 18,916 shares
    Change vs previous 13F -2,979 shares

    0.28% of the 13F portfolio, value $4,122,413.

    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 21,895 shares
    Change vs previous 13F -2,877 shares

    0.32% of the 13F portfolio, value $4,306,037.

    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 24,772 shares
    Change vs previous 13F -4,016 shares

    0.35% of the 13F portfolio, value $4,731,121.

    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 28,788 shares
    Change vs previous 13F -8,269 shares

    0.41% of the 13F portfolio, value $5,368,763.

    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 37,057 shares
    Change vs previous 13F -1,086 shares

    0.56% of the 13F portfolio, value $6,549,529.

    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 38,143 shares
    Change vs previous 13F -10,174 shares

    0.61% of the 13F portfolio, value $6,588,763.

    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 48,317 shares
    Change vs previous 13F -5,841 shares

    0.76% of the 13F portfolio, value $8,180,031.

    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 54,158 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $9,454,434.

    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).