BOSTON FINANCIAL MANGEMENT LLC: WSO position timeline

BOSTON FINANCIAL MANGEMENT LLC held 342,412 WSO shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 342,412 shares

   Change vs previous 13F +1,147 shares

   4.91% of the 13F portfolio, value $162,265,389.

   13F-HR 0001053055-25-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 341,265 shares

   Change vs previous 13F -5,559 shares

   5% of the 13F portfolio, value $167,861,199.

   13F-HR 0001053055-24-000005 filed by BOSTON FINANCIAL MANGEMENT LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 346,824 shares

   Change vs previous 13F -2,710 shares

   5.11% of the 13F portfolio, value $160,662,955.

   13F-HR 0001053055-24-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 349,534 shares

   Change vs previous 13F +1,589 shares

   4.81% of the 13F portfolio, value $150,988,325.

   13F-HR 0001053055-24-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
   Filed 2024-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 347,945 shares

   Change vs previous 13F -5,798 shares

   5.04% of the 13F portfolio, value $149,084,047.

   13F-HR 0001053055-24-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 353,743 shares

   Change vs previous 13F -2,733 shares

   5% of the 13F portfolio, value $133,615,717.

   13F-HR 0001053055-23-000004 filed by BOSTON FINANCIAL MANGEMENT LLC
   Filed 2023-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 356,476 shares

   Change vs previous 13F -1,711 shares

   4.92% of the 13F portfolio, value $135,985,065.

   13F-HR 0001053055-23-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 358,187 shares

   Change vs previous 13F not available

   4.46% of the 13F portfolio, value $113,960,801.

   13F-HR 0001053055-23-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
   Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).