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Disclosery

WBH ADVISORY INC: XLB position timeline

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

WBH ADVISORY INC held 57,757 XLB 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 57,757 shares
    Change vs previous 13F +3,260 shares

    0.2% of the 13F portfolio, value $2,935,788.

    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 54,497 shares
    Change vs previous 13F +122 shares

    0.21% of the 13F portfolio, value $2,749,919.

    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 54,375 shares
    Change vs previous 13F +27,728 shares

    0.18% of the 13F portfolio, value $2,465,906.

    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 26,647 shares
    Change vs previous 13F -422 shares

    0.18% of the 13F portfolio, value $2,388,104.

    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 27,069 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,376,929.

    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 27,069 shares
    Change vs previous 13F -687 shares

    0.22% of the 13F portfolio, value $2,327,393.

    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 27,756 shares
    Change vs previous 13F -904 shares

    0.22% of the 13F portfolio, value $2,335,390.

    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 28,660 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,762,251.

    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).