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Disclosery

WBH ADVISORY INC: XLF position timeline

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

WBH ADVISORY INC held 310,703 XLF 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 310,703 shares
    Change vs previous 13F -7,167 shares

    1.12% of the 13F portfolio, value $16,656,790.

    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 317,870 shares
    Change vs previous 13F -38,796 shares

    1.18% of the 13F portfolio, value $15,715,498.

    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 356,666 shares
    Change vs previous 13F -8,375 shares

    1.45% of the 13F portfolio, value $19,534,619.

    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 365,041 shares
    Change vs previous 13F +46,392 shares

    1.5% of the 13F portfolio, value $19,664,747.

    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 318,649 shares
    Change vs previous 13F -51,383 shares

    1.42% of the 13F portfolio, value $16,687,642.

    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 370,032 shares
    Change vs previous 13F -7,625 shares

    1.72% of the 13F portfolio, value $18,431,304.

    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 377,657 shares
    Change vs previous 13F +41,571 shares

    1.69% of the 13F portfolio, value $18,252,142.

    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 336,086 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $15,231,438.

    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).