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Disclosery

WBH ADVISORY INC: XLY position timeline

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

WBH ADVISORY INC held 144,694 XLY 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 144,694 shares
    Change vs previous 13F -8,560 shares

    1.14% of the 13F portfolio, value $16,969,755.

    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 153,254 shares
    Change vs previous 13F -12,824 shares

    1.26% of the 13F portfolio, value $16,827,298.

    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 166,078 shares
    Change vs previous 13F +82,518 shares

    1.47% of the 13F portfolio, value $19,831,419.

    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 83,560 shares
    Change vs previous 13F +6,885 shares

    1.53% of the 13F portfolio, value $20,024,412.

    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 76,675 shares
    Change vs previous 13F -8,506 shares

    1.42% of the 13F portfolio, value $16,663,875.

    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 85,181 shares
    Change vs previous 13F -4,398 shares

    1.57% of the 13F portfolio, value $16,819,778.

    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 89,579 shares
    Change vs previous 13F +4,036 shares

    1.87% of the 13F portfolio, value $20,097,052.

    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 85,543 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $17,140,351.

    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).