Skip to content
Disclosery

WBI INVESTMENTS, LLC: WBIL position timeline

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

WBI INVESTMENTS, LLC held 531,052 WBIL 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 531,052 shares
    Change vs previous 13F -27,985 shares

    5.3% of the 13F portfolio, value $21,366,711.

    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 559,037 shares
    Change vs previous 13F +14,568 shares

    5.18% of the 13F portfolio, value $18,772,015.

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

    • WBI INVESTMENTS, LLC: 559,037 shares
    • MILLINGTON SECURITIES, LLC: 559,037 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 544,469 shares
    Change vs previous 13F -65,702 shares

    4.94% of the 13F portfolio, value $18,936,640.

    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 610,171 shares
    Change vs previous 13F -42,751 shares

    5.36% of the 13F portfolio, value $20,954,989.

    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 652,922 shares
    Change vs previous 13F -21,704 shares

    5.51% of the 13F portfolio, value $21,242,629.

    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 674,626 shares
    Change vs previous 13F +6,718 shares

    5.64% of the 13F portfolio, value $21,412,913.

    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 667,908 shares
    Change vs previous 13F -64,980 shares

    5.83% of the 13F portfolio, value $23,349,870.

    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 732,888 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $25,019,338.

    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).