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Disclosery

WBH ADVISORY INC: XLI position timeline

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

WBH ADVISORY INC held 82,260 XLI 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 82,260 shares
    Change vs previous 13F -4,468 shares

    1.02% of the 13F portfolio, value $15,237,092.

    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 86,728 shares
    Change vs previous 13F -4,191 shares

    1.07% of the 13F portfolio, value $14,260,622.

    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 90,919 shares
    Change vs previous 13F -2,735 shares

    1.04% of the 13F portfolio, value $14,103,310.

    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 93,654 shares
    Change vs previous 13F +8,404 shares

    1.1% of the 13F portfolio, value $14,444,300.

    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 85,250 shares
    Change vs previous 13F +501 shares

    1.07% of the 13F portfolio, value $12,576,007.

    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 84,749 shares
    Change vs previous 13F +14,175 shares

    1.04% of the 13F portfolio, value $11,108,033.

    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 70,574 shares
    Change vs previous 13F -7,892 shares

    0.86% of the 13F portfolio, value $9,298,823.

    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 78,466 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $10,627,500.

    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).