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WBI INVESTMENTS, LLC: IBKR position timeline

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

WBI INVESTMENTS, LLC held 41,861 IBKR 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 41,861 shares
    Change vs previous 13F +13,009 shares

    0.9% of the 13F portfolio, value $3,643,540.

    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 28,852 shares
    Change vs previous 13F +1,530 shares

    0.53% of the 13F portfolio, value $1,935,107.

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

    • WBI INVESTMENTS, LLC: 28,852 shares
    • MILLINGTON SECURITIES, LLC: 28,852 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 27,322 shares
    Change vs previous 13F -30,705 shares

    0.46% of the 13F portfolio, value $1,757,101.

    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 58,027 shares
    Change vs previous 13F +15,782 shares

    1.02% of the 13F portfolio, value $3,992,851.

    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 42,245 shares
    Change vs previous 13F +23,245 shares

    0.61% of the 13F portfolio, value $2,340,799.

    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 19,000 shares
    Change vs previous 13F -12,409 shares

    0.83% of the 13F portfolio, value $3,146,178.

    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).

  7. period ended2024-12-31
    13F 31,409 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $5,549,062.

    13F-HR 0001397424-25-000001 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).