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CATAWBA CAPITAL MANAGEMENT /VA: WM position timeline

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

CATAWBA CAPITAL MANAGEMENT /VA held 40,139 WM 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 40,139 shares
    Change vs previous 13F -1,038 shares

    0.77% of the 13F portfolio, value $3,265,000.

    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 41,177 shares
    Change vs previous 13F -4,590 shares

    0.83% of the 13F portfolio, value $3,464,000.

    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 45,767 shares
    Change vs previous 13F -5,547 shares

    0.89% of the 13F portfolio, value $3,950,000.

    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 51,314 shares
    Change vs previous 13F -3,605 shares

    0.91% of the 13F portfolio, value $4,016,000.

    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 54,919 shares
    Change vs previous 13F -1,444 shares

    0.92% of the 13F portfolio, value $4,028,000.

    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 56,363 shares
    Change vs previous 13F -610 shares

    0.9% of the 13F portfolio, value $4,110,000.

    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 56,973 shares
    Change vs previous 13F -770 shares

    0.94% of the 13F portfolio, value $4,040,000.

    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 57,743 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,682,000.

    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).