Current Market Value 1,173,287,702
Current Holdings 334
Most Recent File Date 2025-07-30
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wbh Advisory Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 334 1,173,288
2025-05-12 2025-03-31 13F-HR 325 1,071,838
2025-01-31 2024-12-31 13F-HR 322 1,077,552
2024-10-15 2024-09-30 13F-HR 324 1,055,983
2024-07-11 2024-06-30 13F-HR 310 987,997
2024-04-16 2024-03-31 13F-HR 310 971,817
2024-01-09 2023-12-31 13F-HR 305 899,102
2023-10-10 2023-09-30 13F-HR 290 814,873
2023-07-12 2023-06-30 13F-HR 298 843,945
2023-04-20 2023-03-31 13F-HR 296 800,820
2022-10-18 2022-09-30 13F-HR 286 693,069
2022-07-12 2022-06-30 13F-HR 300 749,442
2022-04-29 2022-03-31 13F-HR 312 814,662
2022-01-28 2021-12-31 13F-HR 307 876,593
2021-10-25 2021-09-30 13F-HR 287 743,277
2021-07-27 2021-06-30 13F-HR 262 682,390
2021-04-19 2021-03-31 13F-HR 259 617,898
2021-01-21 2020-12-31 13F-HR 254 581,197
2020-10-27 2020-09-30 13F-HR 243 495,422
2020-08-05 2020-06-30 13F-HR 230 413,185
2020-05-07 2020-03-31 13F-HR 215 426,367
2020-01-27 2019-12-31 13F-HR 244 489,069
2019-10-25 2019-09-30 13F-HR 237 445,306
2019-08-02 2019-06-30 13F-HR 233 431,368
2019-04-22 2019-03-31 13F-HR 232 420,422
2019-01-29 2018-12-31 13F-HR 224 411,901
2018-10-29 2018-09-30 13F-HR 247 412,523
2018-07-31 2018-06-30 13F-HR 231 385,757
2018-04-30 2018-03-31 13F-HR 225 367,823
2018-01-31 2017-12-31 13F-HR 223 374,924
2017-11-29 2017-09-30 13F-HR 221 358,339
2017-07-21 2017-06-30 13F-HR 227 356,492
2017-04-21 2017-03-31 13F-HR 229 333,829
2017-01-20 2016-12-31 13F-HR 221 300,028
2016-10-24 2016-09-30 13F-HR 223 292,227
2016-07-25 2016-06-30 13F-HR 197 256,899
2016-04-15 2016-03-31 13F-HR 198 298,811
2016-01-19 2015-12-31 13F-HR 197 286,142
2015-10-15 2015-09-30 13F-HR 194 240,711
2015-07-20 2015-06-30 13F-HR 197 254,464
2015-04-22 2015-03-31 13F-HR 213 356,407
2015-01-23 2014-12-31 13F-HR 210 265,213
2014-10-17 2014-09-30 13F-HR 212 284,625
2014-07-21 2014-06-30 13F-HR 214 264,501
2014-04-29 2014-03-31 13F-HR 214 251,375
2014-02-19 2013-12-31 13F-HR/A 1 N 204 248,257
2014-01-27 2013-12-31 13F-HR 202 247,095
2013-11-05 2013-09-30 13F-HR 191 223,408
2013-07-19 2013-06-30 13F-HR 189 216,217