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WBI INVESTMENTS, LLC: WBIG position timeline

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

WBI INVESTMENTS, LLC held 683,276 WBIG 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 683,276 shares
    Change vs previous 13F -59,832 shares

    4.38% of the 13F portfolio, value $17,662,681.

    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 743,108 shares
    Change vs previous 13F -46,807 shares

    4.83% of the 13F portfolio, value $17,491,202.

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

    • WBI INVESTMENTS, LLC: 743,108 shares
    • MILLINGTON SECURITIES, LLC: 743,108 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 789,915 shares
    Change vs previous 13F -112,072 shares

    4.83% of the 13F portfolio, value $18,524,305.

    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 901,987 shares
    Change vs previous 13F -62,861 shares

    5.33% of the 13F portfolio, value $20,852,955.

    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 964,848 shares
    Change vs previous 13F -30,745 shares

    5.49% of the 13F portfolio, value $21,139,924.

    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 995,593 shares
    Change vs previous 13F +7,406 shares

    5.95% of the 13F portfolio, value $22,602,051.

    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 988,187 shares
    Change vs previous 13F -106,282 shares

    5.92% of the 13F portfolio, value $23,683,293.

    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 1,094,469 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $27,012,813.

    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).