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WBI INVESTMENTS, LLC: BUL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBI INVESTMENTS, LLC on BUL, newest first. How the timeline and the estimate are built.

WBI INVESTMENTS, LLC held 39,052 BUL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,052 shares
    Change vs previous 13F +1,220 shares

    0.57% of the 13F portfolio, value $2,302,484.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, LLC
    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 37,832 shares
    Change vs previous 13F +17,583 shares

    0.56% of the 13F portfolio, value $2,045,198.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 37,832 shares
    • MILLINGTON SECURITIES, LLC: 37,832 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 20,249 shares
    Change vs previous 13F +4,113 shares

    0.29% of the 13F portfolio, value $1,115,517.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, LLC
    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 16,136 shares
    Change vs previous 13F -2,681 shares

    0.22% of the 13F portfolio, value $844,397.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, LLC
    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 18,817 shares
    Change vs previous 13F -373 shares

    0.24% of the 13F portfolio, value $926,925.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    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 19,190 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $843,209.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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