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J.Safra Asset Management Corp: WBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.Safra Asset Management Corp on WBS, newest first. How the timeline and the estimate are built.

J.Safra Asset Management Corp held 0 WBS shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -75 shares

    13F-HR 0001535293-26-000004 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 75 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $4,721.

    13F-HR 0001535293-26-000001 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 72 shares
    Change vs previous 13F -356 shares

    <0.01% of the 13F portfolio, value $4,280.

    13F-HR 0001535293-25-000006 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F/A 428 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $23,369.

    13F-HR/A 0001535293-25-000008 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 576 shares
    Change vs previous 13F +179 shares

    <0.01% of the 13F portfolio, value $29,693.

    13F-HR/A 0001535293-25-000007 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 397 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $21,787.

    13F-HR 0001535293-25-000001 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,221.

    13F-HR 0001535293-24-000006 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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