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Jade Capital Advisors, LLC: WFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jade Capital Advisors, LLC on WFG, newest first. How the timeline and the estimate are built.

Jade Capital Advisors, LLC held 5,000 WFG shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 5,000 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $487,081.

    13F-HR 0001420506-24-002157 filed by Jade Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 5,000 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $383,817.

    13F-HR 0001420506-24-001327 filed by Jade Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 5,000 shares
    Change vs previous 13F -10,000 shares

    0.33% of the 13F portfolio, value $431,746.

    13F-HR 0001420506-24-000746 filed by Jade Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 15,000 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,284,242.

    13F-HR 0001420506-24-000226 filed by Jade Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 15,000 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,091,342.

    13F-HR 0001420506-23-002162 filed by Jade Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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