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Disclosery

WBH ADVISORY INC: XAR position timeline

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

WBH ADVISORY INC held 4,606 XAR 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 4,606 shares
    Change vs previous 13F -98 shares

    0.09% of the 13F portfolio, value $1,307,137.

    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 4,704 shares
    Change vs previous 13F -235 shares

    0.09% of the 13F portfolio, value $1,222,805.

    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 4,939 shares
    Change vs previous 13F +274 shares

    0.09% of the 13F portfolio, value $1,191,484.

    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 4,665 shares
    Change vs previous 13F -118 shares

    0.08% of the 13F portfolio, value $1,096,088.

    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 4,783 shares
    Change vs previous 13F -1,549 shares

    0.09% of the 13F portfolio, value $1,008,926.

    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 6,332 shares
    Change vs previous 13F +1,790 shares

    0.09% of the 13F portfolio, value $1,017,489.

    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 4,542 shares
    Change vs previous 13F -125 shares

    0.07% of the 13F portfolio, value $753,154.

    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 4,667 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $734,306.

    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).