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WBI INVESTMENTS, LLC: NWBI position timeline

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

WBI INVESTMENTS, LLC held 19,890 NWBI 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 19,890 shares
    Change vs previous 13F -2,193 shares

    0.07% of the 13F portfolio, value $301,532.

    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 22,083 shares
    Change vs previous 13F +3,734 shares

    0.08% of the 13F portfolio, value $280,233.

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

    • WBI INVESTMENTS, LLC: 22,083 shares
    • MILLINGTON SECURITIES, LLC: 22,083 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 18,349 shares
    Change vs previous 13F +6,113 shares

    0.06% of the 13F portfolio, value $220,188.

    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 12,236 shares
    Change vs previous 13F -678 shares

    0.04% of the 13F portfolio, value $151,604.

    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 12,914 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $165,041.

    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).