BRADLEY FOSTER & SARGENT INC/CT: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on WSO, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 0 WSO shares at 2026-03-31 per its 13F-HR/A filed 2026-05-15.

the latest 13F is the newest step

period ended2026-03-31
13F/A 0 shares
Change vs previous 13F -3,026 shares
13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 3,026 shares
Change vs previous 13F -8,009 shares
0.01% of the 13F portfolio, value $1,019,452.
13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 11,035 shares
Change vs previous 13F -1,666 shares
0.07% of the 13F portfolio, value $4,461,260.
13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 12,701 shares
Change vs previous 13F -30,759 shares
0.09% of the 13F portfolio, value $5,608,808.
13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 43,460 shares
Change vs previous 13F -3,440 shares
0.38% of the 13F portfolio, value $22,090,479.
13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 46,900 shares
Change vs previous 13F +132 shares
0.37% of the 13F portfolio, value $22,225,218.
13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
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).
period ended2024-09-30
13F 46,768 shares
Change vs previous 13F not available
0.38% of the 13F portfolio, value $23,004,244.
13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2024-11-04 (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).