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WBI INVESTMENTS, LLC: RMD position timeline

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

WBI INVESTMENTS, LLC held 1,675 RMD 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 1,675 shares
    Change vs previous 13F -666 shares

    0.08% of the 13F portfolio, value $326,514.

    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 2,341 shares
    Change vs previous 13F -3,313 shares

    0.15% of the 13F portfolio, value $525,578.

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

    • WBI INVESTMENTS, LLC: 2,341 shares
    • MILLINGTON SECURITIES, LLC: 2,341 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 5,654 shares
    Change vs previous 13F +2,704 shares

    0.36% of the 13F portfolio, value $1,361,915.

    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 2,950 shares
    Change vs previous 13F -2,421 shares

    0.21% of the 13F portfolio, value $807,520.

    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 5,371 shares
    Change vs previous 13F -2,069 shares

    0.36% of the 13F portfolio, value $1,385,594.

    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 7,440 shares
    Change vs previous 13F -8,172 shares

    0.44% of the 13F portfolio, value $1,665,414.

    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 15,612 shares
    Change vs previous 13F +9,624 shares

    0.89% of the 13F portfolio, value $3,570,276.

    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 5,988 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,461,791.

    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).