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Disclosery

WealthBridge Investment Counsel Inc.: MSCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthBridge Investment Counsel Inc. on MSCI, newest first. How the timeline and the estimate are built.

WealthBridge Investment Counsel Inc. held 5,387 MSCI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,387 shares
    Change vs previous 13F +75 shares

    0.77% of the 13F portfolio, value $2,902,000.

    13F-HR 0001799425-26-000005 filed by WealthBridge Investment Counsel Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,312 shares
    Change vs previous 13F +805 shares

    0.79% of the 13F portfolio, value $2,975,000.

    13F-HR 0001799425-26-000003 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,507 shares
    Change vs previous 13F -150 shares

    0.74% of the 13F portfolio, value $2,429,000.

    13F-HR 0001799425-26-000002 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,657 shares
    Change vs previous 13F +595 shares

    0.8% of the 13F portfolio, value $2,672,000.

    13F-HR 0001799425-26-000001 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,062 shares
    Change vs previous 13F +500 shares

    0.71% of the 13F portfolio, value $2,305,000.

    13F-HR 0001799425-25-000008 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,562 shares
    Change vs previous 13F +605 shares

    0.67% of the 13F portfolio, value $2,054,000.

    13F-HR 0001799425-25-000005 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,957 shares
    Change vs previous 13F +920 shares

    0.61% of the 13F portfolio, value $1,672,000.

    13F-HR 0001799425-25-000004 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 2,037 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,222,000.

    13F-HR 0001799425-25-000001 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).