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Frontier Wealth Management LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frontier Wealth Management LLC on WSO, newest first. How the timeline and the estimate are built.

Frontier Wealth Management LLC held 37,864 WSO shares at 2022-06-30 per its 13F-HR/A filed 2022-08-15.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F/A 37,864 shares
    Change vs previous 13F +11,428 shares

    0.66% of the 13F portfolio, value $9,043,000.

    13F-HR/A 0001085146-22-003057 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 26,436 shares
    Change vs previous 13F +5,270 shares

    0.1% of the 13F portfolio, value $7,642,000.

    13F-HR 0001085146-22-002076 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 21,166 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $6,622,000.

    13F-HR 0001085146-22-000509 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 21,166 shares
    Change vs previous 13F +4,266 shares

    0.39% of the 13F portfolio, value $5,601,000.

    13F-HR 0001085146-21-003136 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 16,900 shares
    Change vs previous 13F +1,142 shares

    0.34% of the 13F portfolio, value $4,844,000.

    13F-HR 0001085146-21-002471 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 15,758 shares
    Change vs previous 13F +100 shares

    0.32% of the 13F portfolio, value $4,109,000.

    13F-HR 0001085146-21-001775 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 15,658 shares
    Change vs previous 13F +2,298 shares

    0.29% of the 13F portfolio, value $3,547,000.

    13F-HR 0001085146-21-000993 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 13,360 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,111,000.

    13F-HR 0001085146-20-002949 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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