Skip to content
Disclosery

WBH ADVISORY INC: XLC position timeline

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

WBH ADVISORY INC held 151,813 XLC 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 151,813 shares
    Change vs previous 13F +1,265 shares

    1.09% of the 13F portfolio, value $16,263,680.

    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 150,548 shares
    Change vs previous 13F -2,705 shares

    1.25% of the 13F portfolio, value $16,746,918.

    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 153,253 shares
    Change vs previous 13F -1,732 shares

    1.34% of the 13F portfolio, value $18,040,954.

    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 154,985 shares
    Change vs previous 13F -19,583 shares

    1.4% of the 13F portfolio, value $18,345,541.

    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 174,568 shares
    Change vs previous 13F +9,443 shares

    1.61% of the 13F portfolio, value $18,945,814.

    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 165,125 shares
    Change vs previous 13F +11,524 shares

    1.49% of the 13F portfolio, value $15,926,303.

    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 153,601 shares
    Change vs previous 13F -339 shares

    1.38% of the 13F portfolio, value $14,870,103.

    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 153,940 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $13,916,157.

    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).