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WBI INVESTMENTS, LLC: WBIY position timeline

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

WBI INVESTMENTS, LLC held 861,831 WBIY 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 861,831 shares
    Change vs previous 13F -10,479 shares

    7.46% of the 13F portfolio, value $30,118,400.

    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 872,310 shares
    Change vs previous 13F +86,864 shares

    8.17% of the 13F portfolio, value $29,606,213.

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

    • WBI INVESTMENTS, LLC: 872,310 shares
    • MILLINGTON SECURITIES, LLC: 872,310 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 785,446 shares
    Change vs previous 13F +4,172 shares

    6.55% of the 13F portfolio, value $25,134,271.

    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 781,274 shares
    Change vs previous 13F -45,552 shares

    6.16% of the 13F portfolio, value $24,095,966.

    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 826,826 shares
    Change vs previous 13F -294 shares

    6.28% of the 13F portfolio, value $24,188,537.

    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 827,120 shares
    Change vs previous 13F -84,664 shares

    6.43% of the 13F portfolio, value $24,412,356.

    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 911,784 shares
    Change vs previous 13F -20,028 shares

    6.78% of the 13F portfolio, value $27,132,865.

    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 931,812 shares
    Change vs previous 13F not available

    7.02% of the 13F portfolio, value $29,209,242.

    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).