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WBI INVESTMENTS, LLC: WU position timeline

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

WBI INVESTMENTS, LLC held 138,604 WU 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 138,604 shares
    Change vs previous 13F -29,072 shares

    0.26% of the 13F portfolio, value $1,067,251.

    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 167,676 shares
    Change vs previous 13F -20,539 shares

    0.4% of the 13F portfolio, value $1,463,811.

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

    • WBI INVESTMENTS, LLC: 167,676 shares
    • MILLINGTON SECURITIES, LLC: 167,676 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 188,215 shares
    Change vs previous 13F +32,950 shares

    0.46% of the 13F portfolio, value $1,752,282.

    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 155,265 shares
    Change vs previous 13F +51,467 shares

    0.32% of the 13F portfolio, value $1,240,567.

    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 103,798 shares
    Change vs previous 13F +6,798 shares

    0.23% of the 13F portfolio, value $873,979.

    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 97,000 shares
    Change vs previous 13F +11,157 shares

    0.27% of the 13F portfolio, value $1,026,260.

    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 85,843 shares
    Change vs previous 13F +29,356 shares

    0.23% of the 13F portfolio, value $909,936.

    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 56,487 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $673,890.

    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).