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CATAWBA CAPITAL MANAGEMENT /VA: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CATAWBA CAPITAL MANAGEMENT /VA on WELL, newest first. How the timeline and the estimate are built.

CATAWBA CAPITAL MANAGEMENT /VA held 42,448 WELL shares at 2018-06-30 per its 13F-HR filed 2018-07-11.

the latest 13F is the newest step

  1. period ended2018-06-30
    13F 42,448 shares
    Change vs previous 13F -133 shares

    0.63% of the 13F portfolio, value $2,661,000.

    13F-HR 0001080366-18-000003 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-03-31
    13F 42,581 shares
    Change vs previous 13F -1,680 shares

    0.56% of the 13F portfolio, value $2,318,000.

    13F-HR 0001080366-18-000002 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-12-31
    13F 44,261 shares
    Change vs previous 13F -1,535 shares

    0.64% of the 13F portfolio, value $2,823,000.

    13F-HR 0001080366-18-000001 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-09-30
    13F 45,796 shares
    Change vs previous 13F -1,250 shares

    0.73% of the 13F portfolio, value $3,219,000.

    13F-HR 0001080366-17-000004 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-06-30
    13F 47,046 shares
    Change vs previous 13F +152 shares

    0.8% of the 13F portfolio, value $3,521,000.

    13F-HR 0001080366-17-000003 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-03-31
    13F 46,894 shares
    Change vs previous 13F +455 shares

    0.72% of the 13F portfolio, value $3,321,000.

    13F-HR 0001080366-17-000002 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-12-31
    13F 46,439 shares
    Change vs previous 13F -1,315 shares

    0.73% of the 13F portfolio, value $3,108,000.

    13F-HR 0001080366-17-000001 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-09-30
    13F 47,754 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,571,000.

    13F-HR 0001080366-16-000008 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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