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Disclosery

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX on WM, newest first. How the timeline and the estimate are built.

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX held 22,949 WM shares at 2019-12-31 per its 13F-HR filed 2020-02-11.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 22,949 shares
    Change vs previous 13F -1,405 shares

    0.68% of the 13F portfolio, value $2,615,000.

    13F-HR 0001079373-20-000001 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 24,354 shares
    Change vs previous 13F -389 shares

    0.75% of the 13F portfolio, value $2,801,000.

    13F-HR 0001079373-19-000004 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 24,743 shares
    Change vs previous 13F +122 shares

    0.81% of the 13F portfolio, value $2,855,000.

    13F-HR 0001079373-19-000003 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 24,621 shares
    Change vs previous 13F -100 shares

    0.74% of the 13F portfolio, value $2,558,000.

    13F-HR 0001079373-19-000002 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 24,721 shares
    Change vs previous 13F -45 shares

    0.69% of the 13F portfolio, value $2,200,000.

    13F-HR 0001079373-19-000001 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 24,766 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,238,000.

    13F-HR 0001079373-18-000005 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 24,766 shares
    Change vs previous 13F -470 shares

    0.61% of the 13F portfolio, value $2,014,000.

    13F-HR 0001079373-18-000003 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 25,236 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,123,000.

    13F-HR 0001079373-18-000002 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

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