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Disclosery

WBI INVESTMENTS, LLC: RL position timeline

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

WBI INVESTMENTS, LLC held 786 RL 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 786 shares
    Change vs previous 13F -1,064 shares

    0.08% of the 13F portfolio, value $315,609.

    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 1,850 shares
    Change vs previous 13F +1,850 shares

    0.18% of the 13F portfolio, value $636,457.

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

    • WBI INVESTMENTS, LLC: 1,850 shares
    • MILLINGTON SECURITIES, LLC: 1,850 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 0 shares
    Change vs previous 13F -2,779 shares

    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).

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

  4. period ended2025-09-30
    13F 2,779 shares
    Change vs previous 13F +1,969 shares

    0.22% of the 13F portfolio, value $871,233.

    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 810 shares
    Change vs previous 13F +810 shares

    0.06% of the 13F portfolio, value $222,071.

    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 0 shares
    Change vs previous 13F -5,389 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.

  7. period ended2024-12-31
    13F 5,389 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,244,751.

    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).