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WBI INVESTMENTS, LLC: WBIF position timeline

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

WBI INVESTMENTS, LLC held 456,061 WBIF 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 456,061 shares
    Change vs previous 13F -42,315 shares

    4.04% of the 13F portfolio, value $16,285,384.

    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 498,376 shares
    Change vs previous 13F -27,188 shares

    4.3% of the 13F portfolio, value $15,571,658.

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

    • WBI INVESTMENTS, LLC: 498,376 shares
    • MILLINGTON SECURITIES, LLC: 498,376 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 525,564 shares
    Change vs previous 13F -64,602 shares

    4.24% of the 13F portfolio, value $16,271,829.

    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 590,166 shares
    Change vs previous 13F -40,990 shares

    4.69% of the 13F portfolio, value $18,350,385.

    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 631,156 shares
    Change vs previous 13F -21,114 shares

    4.71% of the 13F portfolio, value $18,162,965.

    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 652,270 shares
    Change vs previous 13F +5,147 shares

    4.94% of the 13F portfolio, value $18,758,373.

    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 647,123 shares
    Change vs previous 13F -66,257 shares

    4.59% of the 13F portfolio, value $18,381,069.

    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 713,380 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $20,821,792.

    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).