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WBI INVESTMENTS, LLC: USDU position timeline

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

WBI INVESTMENTS, LLC held 9,637 USDU 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 9,637 shares
    Change vs previous 13F -4,103 shares

    0.06% of the 13F portfolio, value $257,790.

    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 13,740 shares
    Change vs previous 13F -10,286 shares

    0.1% of the 13F portfolio, value $361,761.

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

    • WBI INVESTMENTS, LLC: 13,740 shares
    • MILLINGTON SECURITIES, LLC: 13,740 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 24,026 shares
    Change vs previous 13F +1,172 shares

    0.16% of the 13F portfolio, value $619,884.

    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 22,854 shares
    Change vs previous 13F +10,666 shares

    0.15% of the 13F portfolio, value $603,104.

    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 12,188 shares
    Change vs previous 13F +225 shares

    0.08% of the 13F portfolio, value $314,085.

    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 11,963 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $326,111.

    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).