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WBI INVESTMENTS, LLC: MSI position timeline

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

WBI INVESTMENTS, LLC held 3,324 MSI 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 3,324 shares
    Change vs previous 13F +1,500 shares

    0.34% of the 13F portfolio, value $1,380,523.

    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 1,824 shares
    Change vs previous 13F -1,453 shares

    0.22% of the 13F portfolio, value $791,631.

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

    • WBI INVESTMENTS, LLC: 1,824 shares
    • MILLINGTON SECURITIES, LLC: 1,824 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 3,277 shares
    Change vs previous 13F +3,277 shares

    0.33% of the 13F portfolio, value $1,256,109.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -726 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 726 shares
    Change vs previous 13F -1,693 shares

    0.08% of the 13F portfolio, value $335,579.

    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).

  6. period ended2024-09-30
    13F 2,419 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,087,655.

    13F-HR 0001397424-24-000010 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).