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Disclosery

WBH ADVISORY INC: XLU position timeline

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

WBH ADVISORY INC held 64,991 XLU 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 64,991 shares
    Change vs previous 13F -956 shares

    0.2% of the 13F portfolio, value $2,946,718.

    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 65,947 shares
    Change vs previous 13F +293 shares

    0.23% of the 13F portfolio, value $3,040,807.

    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 65,654 shares
    Change vs previous 13F +32,179 shares

    0.21% of the 13F portfolio, value $2,802,764.

    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 33,475 shares
    Change vs previous 13F -1,100 shares

    0.22% of the 13F portfolio, value $2,919,321.

    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 34,575 shares
    Change vs previous 13F -2,162 shares

    0.24% of the 13F portfolio, value $2,823,380.

    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 36,737 shares
    Change vs previous 13F -1,209 shares

    0.27% of the 13F portfolio, value $2,896,702.

    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 37,946 shares
    Change vs previous 13F -255 shares

    0.27% of the 13F portfolio, value $2,872,109.

    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 38,201 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,085,848.

    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).