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Disclosery

WBH ADVISORY INC: XLK position timeline

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

WBH ADVISORY INC held 285,011 XLK 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 285,011 shares
    Change vs previous 13F -13,710 shares

    3.65% of the 13F portfolio, value $54,300,326.

    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 298,721 shares
    Change vs previous 13F +9,317 shares

    3.02% of the 13F portfolio, value $40,300,384.

    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 289,404 shares
    Change vs previous 13F +153,486 shares

    3.09% of the 13F portfolio, value $41,665,481.

    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 135,918 shares
    Change vs previous 13F +6,821 shares

    2.93% of the 13F portfolio, value $38,309,788.

    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 129,097 shares
    Change vs previous 13F +4,566 shares

    2.79% of the 13F portfolio, value $32,691,328.

    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 124,531 shares
    Change vs previous 13F -5,449 shares

    2.4% of the 13F portfolio, value $25,713,169.

    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 129,980 shares
    Change vs previous 13F +4,944 shares

    2.8% of the 13F portfolio, value $30,222,967.

    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 125,036 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $28,228,170.

    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).