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Disclosery

WBH ADVISORY INC: XLV position timeline

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

WBH ADVISORY INC held 67,750 XLV 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 67,750 shares
    Change vs previous 13F -11,236 shares

    0.72% of the 13F portfolio, value $10,749,126.

    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 78,986 shares
    Change vs previous 13F -2,644 shares

    0.87% of the 13F portfolio, value $11,668,582.

    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 81,630 shares
    Change vs previous 13F +6,673 shares

    0.94% of the 13F portfolio, value $12,636,281.

    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 74,957 shares
    Change vs previous 13F -1,848 shares

    0.8% of the 13F portfolio, value $10,431,780.

    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 76,805 shares
    Change vs previous 13F -9,728 shares

    0.88% of the 13F portfolio, value $10,352,582.

    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 86,533 shares
    Change vs previous 13F +8,416 shares

    1.18% of the 13F portfolio, value $12,634,664.

    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 78,117 shares
    Change vs previous 13F -7,906 shares

    1% of the 13F portfolio, value $10,746,621.

    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 86,023 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $13,249,311.

    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).