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Disclosery

WBH ADVISORY INC: XLE position timeline

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

WBH ADVISORY INC held 168,827 XLE 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 168,827 shares
    Change vs previous 13F +22,623 shares

    0.6% of the 13F portfolio, value $8,966,404.

    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 146,204 shares
    Change vs previous 13F -4,553 shares

    0.65% of the 13F portfolio, value $8,621,637.

    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 150,757 shares
    Change vs previous 13F +74,192 shares

    0.5% of the 13F portfolio, value $6,740,332.

    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 76,565 shares
    Change vs previous 13F +9,629 shares

    0.52% of the 13F portfolio, value $6,840,317.

    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 66,936 shares
    Change vs previous 13F -6,558 shares

    0.48% of the 13F portfolio, value $5,676,859.

    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 73,494 shares
    Change vs previous 13F -19,534 shares

    0.64% of the 13F portfolio, value $6,867,996.

    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 93,028 shares
    Change vs previous 13F -6,110 shares

    0.74% of the 13F portfolio, value $7,968,778.

    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 99,138 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,704,298.

    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).