Skip to content
Disclosery

WBH ADVISORY INC: WM position timeline

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

WBH ADVISORY INC held 6,301 WM 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 6,301 shares
    Change vs previous 13F -50 shares

    0.09% of the 13F portfolio, value $1,404,467.

    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 6,351 shares
    Change vs previous 13F -153 shares

    0.11% of the 13F portfolio, value $1,467,048.

    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 6,504 shares
    Change vs previous 13F -228 shares

    0.11% of the 13F portfolio, value $1,429,060.

    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 6,732 shares
    Change vs previous 13F -9 shares

    0.11% of the 13F portfolio, value $1,486,582.

    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 6,741 shares
    Change vs previous 13F -694 shares

    0.13% of the 13F portfolio, value $1,542,543.

    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 7,435 shares
    Change vs previous 13F -182 shares

    0.16% of the 13F portfolio, value $1,721,250.

    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 7,617 shares
    Change vs previous 13F +237 shares

    0.14% of the 13F portfolio, value $1,537,115.

    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 7,380 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,532,067.

    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).