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WBI INVESTMENTS, LLC: PSCH position timeline

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

WBI INVESTMENTS, LLC held 11,416 PSCH 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 11,416 shares
    Change vs previous 13F +613 shares

    0.15% of the 13F portfolio, value $597,817.

    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 10,803 shares
    Change vs previous 13F -14,044 shares

    0.12% of the 13F portfolio, value $444,503.

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

    • WBI INVESTMENTS, LLC: 10,803 shares
    • MILLINGTON SECURITIES, LLC: 10,803 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 24,847 shares
    Change vs previous 13F +966 shares

    0.29% of the 13F portfolio, value $1,094,642.

    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 23,881 shares
    Change vs previous 13F -27,175 shares

    0.25% of the 13F portfolio, value $993,562.

    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 51,056 shares
    Change vs previous 13F -1,720 shares

    0.53% of the 13F portfolio, value $2,045,814.

    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 52,776 shares
    Change vs previous 13F -49,735 shares

    0.6% of the 13F portfolio, value $2,284,146.

    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 102,511 shares
    Change vs previous 13F +9,704 shares

    1.13% of the 13F portfolio, value $4,540,229.

    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).

  8. period ended2024-09-30
    13F 92,807 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,283,991.

    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).