$817 Million is the total value of WBH ADVISORY INC's 299 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $36,548,000 | -1.0% | 164,585 | +1.6% | 4.92% | -9.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $20,191,000 | +49.1% | 135,220 | +54.3% | 2.72% | +36.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $19,653,000 | +3.8% | 89,877 | +4.8% | 2.64% | -4.7% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $19,207,000 | +0.3% | 77,712 | +2.9% | 2.58% | -7.9% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $18,106,000 | +12.3% | 286,210 | +15.0% | 2.44% | +3.1% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $16,101,000 | +29.3% | 89,726 | +33.1% | 2.17% | +18.8% |
| XLC | Buy | SELECT SECTOR SPDR TR | $14,341,000 | +16.3% | 179,015 | +21.8% | 1.93% | +6.8% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $11,584,000 | -0.0% | 229,566 | +2.7% | 1.56% | -8.2% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $11,314,000 | +3.8% | 108,761 | +6.8% | 1.52% | -4.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $11,197,000 | +8.8% | 87,958 | +11.7% | 1.51% | -0.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $11,090,000 | -1.9% | 112,729 | +0.8% | 1.49% | -9.9% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $11,058,000 | +8.7% | 134,180 | +9.2% | 1.49% | -0.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $10,379,000 | +19.4% | 121,465 | +20.9% | 1.40% | +9.6% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $9,815,000 | +50.0% | 261,515 | +45.7% | 1.32% | +37.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,633,000 | +6.8% | 129,736 | +8.5% | 1.30% | -1.9% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $8,157,000 | +19.1% | 191,469 | +18.9% | 1.10% | +9.3% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $7,793,000 | +30.3% | 79,647 | +37.9% | 1.05% | +19.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $7,341,000 | -5.8% | 45,456 | +0.2% | 0.99% | -13.5% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $6,910,000 | +64.6% | 132,658 | +57.1% | 0.93% | +51.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $6,843,000 | +12.6% | 83,510 | +13.1% | 0.92% | +3.4% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $6,462,000 | +2.6% | 166,981 | +4.7% | 0.87% | -5.9% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $6,101,000 | +0.2% | 132,179 | +1.7% | 0.82% | -8.0% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $6,089,000 | +13.0% | 114,598 | +14.2% | 0.82% | +3.7% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $6,021,000 | -1.0% | 89,129 | +0.2% | 0.81% | -9.1% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $5,459,000 | +16.7% | 79,295 | +21.2% | 0.73% | +7.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,103,000 | -1.4% | 18,697 | +0.7% | 0.69% | -9.5% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,859,000 | -1.8% | 79,709 | +0.6% | 0.65% | -9.8% |
| MCD | Buy | MCDONALDS CORP | $4,856,000 | +1.3% | 20,139 | +2.5% | 0.65% | -7.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,246,000 | +12.1% | 9,857 | +15.2% | 0.57% | +2.9% |
| IXUS | Buy | ISHARES TRcore msci total | $3,924,000 | +1.4% | 55,264 | +3.3% | 0.53% | -6.9% |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $3,768,000 | – | 25,612 | +100.0% | 0.51% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,483,000 | -0.0% | 34,224 | +4.0% | 0.47% | -8.2% |
| VOX | Buy | VANGUARD WORLD FDS | $3,469,000 | -4.3% | 24,644 | +0.5% | 0.47% | -12.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $3,188,000 | +6.1% | 104,586 | +7.0% | 0.43% | -2.5% |
| COMB | New | GRANITESHARES ETF TR | $3,174,000 | – | 105,445 | +100.0% | 0.43% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,058,000 | +7.7% | 28,002 | +7.9% | 0.41% | -1.2% |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $2,985,000 | – | 56,153 | +100.0% | 0.40% | – |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $2,804,000 | +61.4% | 35,441 | +68.2% | 0.38% | +47.8% |
| CSCO | Buy | CISCO SYS INC | $2,801,000 | -1.5% | 51,452 | +0.4% | 0.38% | -9.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,664,000 | +6.2% | 26,613 | +6.9% | 0.36% | -2.7% |
| SUI | Buy | SUN CMNTYS INC | $2,663,000 | +2.7% | 14,389 | +4.9% | 0.36% | -5.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,612,000 | +8.1% | 15,958 | +0.2% | 0.35% | -0.8% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $2,584,000 | +829.5% | 101,683 | +850.3% | 0.35% | +748.8% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $2,499,000 | +20.2% | 13,299 | +26.2% | 0.34% | +10.2% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,398,000 | -0.8% | 32,296 | +1.5% | 0.32% | -8.8% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,403,000 | +39.7% | 43,878 | +41.8% | 0.32% | +28.2% |
| EZU | New | ISHARES INCmsci eurzone etf | $2,399,000 | – | 49,858 | +100.0% | 0.32% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $2,356,000 | – | 16,323 | +100.0% | 0.32% | – |
| CMI | Buy | CUMMINS INC | $2,298,000 | -5.0% | 10,233 | +0.0% | 0.31% | -13.0% |
| MMM | Buy | 3M CO | $2,183,000 | -13.0% | 12,444 | +0.0% | 0.29% | -20.1% |
| YUM | Buy | YUM BRANDS INC | $2,138,000 | -0.9% | 17,482 | +0.0% | 0.29% | -8.9% |
| HD | Buy | HOME DEPOT INC | $2,098,000 | +0.7% | 6,390 | +1.6% | 0.28% | -7.5% |
| EWJ | New | ISHARES INCmsci jpn etf new | $2,086,000 | – | 29,696 | +100.0% | 0.28% | – |
| IYW | New | ISHARES TRu.s. tech etf | $2,015,000 | – | 19,899 | +100.0% | 0.27% | – |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $1,916,000 | +16.7% | 18,799 | +16.8% | 0.26% | +7.1% |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $1,905,000 | – | 41,404 | +100.0% | 0.26% | – |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,806,000 | – | 31,807 | +100.0% | 0.24% | – |
| PFE | Buy | PFIZER INC | $1,800,000 | +4.1% | 41,852 | +1.2% | 0.24% | -4.3% |
| IEF | New | ISHARES TRbarclays 7 10 yr | $1,787,000 | – | 15,507 | +100.0% | 0.24% | – |
| KBE | New | SPDR SER TRs&p bk etf | $1,713,000 | – | 32,368 | +100.0% | 0.23% | – |
| GLDM | New | WORLD GOLD TRspdr gld minis | $1,700,000 | – | 97,383 | +100.0% | 0.23% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,661,000 | -1.4% | 33,222 | +0.5% | 0.22% | -9.7% |
| VOO | Buy | VANGUARD INDEX FDS | $1,639,000 | -2.6% | 4,155 | +0.1% | 0.22% | -10.2% |
| SOXX | New | ISHARES TRishares semicdtr | $1,624,000 | – | 3,643 | +100.0% | 0.22% | – |
| CSX | Buy | CSX CORP | $1,603,000 | -9.5% | 53,888 | +0.0% | 0.22% | -16.9% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,591,000 | +0.4% | 31,661 | +3.1% | 0.21% | -7.8% |
| MRK | Buy | MERCK & CO INC | $1,559,000 | +2.3% | 20,757 | +5.2% | 0.21% | -5.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,553,000 | +5.9% | 20,259 | +7.4% | 0.21% | -2.8% |
| EWG | New | ISHARES INCmsci germany etf | $1,550,000 | – | 47,097 | +100.0% | 0.21% | – |
| FLGB | New | FRANKLIN TEMPLETON ETF TRftse untd kgdm | $1,549,000 | – | 63,153 | +100.0% | 0.21% | – |
| WMT | Buy | WALMART INC | $1,539,000 | -2.2% | 11,040 | +0.0% | 0.21% | -10.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,537,000 | -0.4% | 5,841 | +1.1% | 0.21% | -8.4% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,531,000 | +18.9% | 24,936 | +19.1% | 0.21% | +9.0% |
| WM | Buy | WASTE MGMT INC DEL | $1,519,000 | +1.8% | 10,171 | +0.0% | 0.20% | -6.8% |
| CAT | Buy | CATERPILLAR INC | $1,351,000 | -9.0% | 7,036 | +0.0% | 0.18% | -16.1% |
| DVY | Buy | ISHARES TRselect divid etf | $1,344,000 | -0.7% | 11,718 | +0.1% | 0.18% | -8.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,348,000 | +0.6% | 3,742 | +0.0% | 0.18% | -7.7% |
| TSLA | Buy | TESLA INC | $1,332,000 | +20.7% | 1,718 | +2.3% | 0.18% | +10.5% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $1,325,000 | +10.7% | 17,931 | +4.8% | 0.18% | +1.7% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,295,000 | +6.8% | 23,870 | +8.2% | 0.17% | -2.2% |
| IHI | New | ISHARES TRu.s. med dvc etf | $1,271,000 | – | 20,248 | +100.0% | 0.17% | – |
| MUB | Buy | ISHARES TRnational mun etf | $1,246,000 | +213.1% | 10,722 | +217.5% | 0.17% | +189.7% |
| EPP | New | ISHARES INCmsci pac jp etf | $1,127,000 | – | 23,094 | +100.0% | 0.15% | – |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $1,108,000 | -2.5% | 12,879 | +0.6% | 0.15% | -10.2% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $1,092,000 | -2.3% | 6,095 | +1.2% | 0.15% | -10.4% |
| BA | Buy | BOEING CO | $1,086,000 | -2.0% | 4,936 | +0.6% | 0.15% | -9.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,064,000 | -3.1% | 6,924 | +0.5% | 0.14% | -11.2% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,058,000 | -3.3% | 23,166 | +1.0% | 0.14% | -11.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,000,000 | -1.1% | 4,223 | +0.0% | 0.14% | -8.8% |
| ESGU | Buy | ISHARES TResg awr msci usa | $989,000 | +0.6% | 10,040 | +3.6% | 0.13% | -7.6% |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $948,000 | – | 18,768 | +100.0% | 0.13% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $947,000 | – | 18,671 | +100.0% | 0.13% | – |
| FDX | Buy | FEDEX CORP | $946,000 | -24.6% | 4,316 | +2.4% | 0.13% | -31.0% |
| FNCL | New | FIDELITY COVINGTON TRUSTmsci finls idx | $893,000 | – | 16,641 | +100.0% | 0.12% | – |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $888,000 | +1.0% | 6,741 | +5.5% | 0.12% | -7.8% |
| PEJ | New | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $875,000 | – | 17,384 | +100.0% | 0.12% | – |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $866,000 | 0.0% | 10,079 | +0.0% | 0.12% | -7.9% |
| PRU | Buy | PRUDENTIAL FINL INC | $865,000 | +4.5% | 8,225 | +0.0% | 0.12% | -4.1% |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $865,000 | +200.3% | 17,242 | +199.8% | 0.12% | +176.2% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $850,000 | +9.0% | 2,743 | +13.5% | 0.11% | 0.0% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $851,000 | +1.9% | 7,700 | +3.0% | 0.11% | -6.6% |
| USMV | Buy | ISHARES TRmsci usa min vol | $822,000 | +0.2% | 11,180 | +3.7% | 0.11% | -7.5% |
| UNP | Buy | UNION PAC CORP | $805,000 | -11.0% | 4,105 | +0.0% | 0.11% | -18.2% |
| VFVA | New | VANGUARD WELLINGTON FDus value factr | $793,000 | – | 8,016 | +100.0% | 0.11% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $780,000 | -3.0% | 4,658 | +0.0% | 0.10% | -11.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $752,000 | -6.6% | 7,707 | +0.1% | 0.10% | -14.4% |
| TFC | Buy | TRUIST FINL CORP | $745,000 | +61.3% | 12,708 | +51.0% | 0.10% | +47.1% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $745,000 | -2.4% | 14,765 | +0.1% | 0.10% | -10.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $746,000 | -2.7% | 5,372 | +0.0% | 0.10% | -10.7% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $703,000 | +17.0% | 4,057 | +21.4% | 0.10% | +8.0% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $684,000 | -0.4% | 7,644 | +1.1% | 0.09% | -8.9% |
| MET | Buy | METLIFE INC | $683,000 | +7.2% | 11,070 | +0.9% | 0.09% | -1.1% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $672,000 | +6.7% | 11,839 | +7.8% | 0.09% | -2.2% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $645,000 | -3.7% | 1,907 | +0.1% | 0.09% | -11.2% |
| HSY | Buy | HERSHEY CO | $618,000 | -4.8% | 3,649 | +0.0% | 0.08% | -12.6% |
| SPMB | Buy | SPDR SER TRportfli mortgage | $620,000 | +0.3% | 24,096 | +1.0% | 0.08% | -8.8% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $609,000 | -14.9% | 3,475 | +0.0% | 0.08% | -21.9% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $569,000 | -7.3% | 7,003 | +0.0% | 0.08% | -14.4% |
| COP | Buy | CONOCOPHILLIPS | $571,000 | +19.2% | 8,427 | +0.1% | 0.08% | +10.0% |
| XOM | Buy | EXXON MOBIL CORP | $554,000 | +0.7% | 9,419 | +0.1% | 0.08% | -7.4% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $498,000 | +23.6% | 4,625 | +23.9% | 0.07% | +13.6% |
| LNT | Buy | ALLIANT ENERGY CORP | $488,000 | -4.5% | 8,724 | +0.0% | 0.07% | -12.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $480,000 | -3.4% | 5,063 | +0.9% | 0.06% | -11.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $486,000 | -3.2% | 6,575 | +0.1% | 0.06% | -12.2% |
| YUMC | Buy | YUM CHINA HLDGS INC | $479,000 | -9.8% | 8,238 | +0.0% | 0.06% | -17.9% |
| CLX | Buy | CLOROX CO DEL | $475,000 | +3.5% | 2,867 | +16.0% | 0.06% | -4.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $472,000 | -1.9% | 3,245 | +0.3% | 0.06% | -8.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $437,000 | -7.0% | 2,115 | +2.2% | 0.06% | -14.5% |
| New | GENERAL ELECTRIC CO | $422,000 | – | 4,093 | +100.0% | 0.06% | – | |
| ICLN | Buy | ISHARES TRgl clean ene etf | $422,000 | -0.7% | 19,474 | +2.6% | 0.06% | -8.1% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $380,000 | -2.8% | 1,112 | +0.3% | 0.05% | -10.5% |
| AMGN | Buy | AMGEN INC | $375,000 | -13.2% | 1,766 | +0.2% | 0.05% | -20.6% |
| PAYX | Buy | PAYCHEX INC | $362,000 | 0.0% | 3,218 | +0.0% | 0.05% | -7.5% |
| C | Buy | CITIGROUP INC | $360,000 | +3.4% | 5,135 | +0.1% | 0.05% | -5.9% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $337,000 | +0.6% | 6,509 | +0.0% | 0.04% | -8.2% |
| K | Buy | KELLOGG CO | $316,000 | +1.0% | 4,943 | +0.0% | 0.04% | -6.5% |
| HDV | Buy | ISHARES TRcore high dv etf | $322,000 | -2.7% | 3,415 | +0.3% | 0.04% | -12.2% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $315,000 | +10.1% | 2,052 | +0.0% | 0.04% | 0.0% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $305,000 | -2.9% | 1,518 | +0.1% | 0.04% | -10.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $304,000 | -1.3% | 633 | +0.2% | 0.04% | -8.9% |
| GDX | New | VANECK ETF TRUSTgold miners etf | $293,000 | – | 9,932 | +100.0% | 0.04% | – |
| FLJP | New | FRANKLIN TEMPLETON ETF TRftse japan etf | $290,000 | – | 9,375 | +100.0% | 0.04% | – |
| GIS | Buy | GENERAL MLS INC | $292,000 | +0.7% | 4,886 | +0.0% | 0.04% | -7.1% |
| AGG | New | ISHARES TRcore us aggbd et | $251,000 | – | 2,186 | +100.0% | 0.03% | – |
| XBI | Buy | SPDR SER TRs&p biotech | $241,000 | +4.3% | 1,913 | +3.0% | 0.03% | -5.9% |
| DJP | New | BARCLAYS BANK PLCdjubs cmdt etn36 | $227,000 | – | 7,774 | +100.0% | 0.03% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $228,000 | – | 5,838 | +100.0% | 0.03% | – |
| CHIQ | New | GLOBAL X FDSmsci china cnsmr | $204,000 | – | 7,290 | +100.0% | 0.03% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $203,000 | – | 1,400 | +100.0% | 0.03% | – |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $201,000 | -2.0% | 3,305 | +1.5% | 0.03% | -10.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vngrd InfoTech | 41 | Q3 2023 | 8.4% |
| Vngrd Total Stk | 41 | Q3 2023 | 6.2% |
| Vngrd Health | 41 | Q3 2023 | 5.7% |
| Vngrd SmallCap | 41 | Q3 2023 | 5.3% |
| Vngrd Fin | 41 | Q3 2023 | 4.0% |
| Vngrd Ttl Intl | 41 | Q3 2023 | 3.1% |
| Schwab US Broad | 41 | Q3 2023 | 4.3% |
| Vngrd FTSE | 41 | Q3 2023 | 3.7% |
| SPDR S&P 500 ETF TR | 41 | Q3 2023 | 13.5% |
| JOHNSON & JOHNSON | 41 | Q3 2023 | 2.0% |
View WBH ADVISORY INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2021-10-25 |
View WBH ADVISORY INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.