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WBI INVESTMENTS, LLC: NEAR position timeline

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

WBI INVESTMENTS, LLC held 7,774 NEAR 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 7,774 shares
    Change vs previous 13F -1,186 shares

    0.1% of the 13F portfolio, value $393,827.

    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 8,960 shares
    Change vs previous 13F +151 shares

    0.13% of the 13F portfolio, value $455,478.

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

    • WBI INVESTMENTS, LLC: 8,960 shares
    • MILLINGTON SECURITIES, LLC: 8,960 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 8,809 shares
    Change vs previous 13F -3,570 shares

    0.12% of the 13F portfolio, value $450,166.

    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 12,379 shares
    Change vs previous 13F -2,540 shares

    0.16% of the 13F portfolio, value $634,770.

    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 14,919 shares
    Change vs previous 13F +8,424 shares

    0.2% of the 13F portfolio, value $762,361.

    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 6,495 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $330,401.

    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).