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KARPAS STRATEGIES, LLC: WTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KARPAS STRATEGIES, LLC on WTM, newest first. How the timeline and the estimate are built.

KARPAS STRATEGIES, LLC held 659 WTM shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 659 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,198,293.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 659 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,183,030.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 659 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $991,813.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 659 shares
    Change vs previous 13F -15 shares

    0.36% of the 13F portfolio, value $985,672.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 674 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $936,171.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 674 shares
    Change vs previous 13F -25 shares

    0.33% of the 13F portfolio, value $928,473.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 699 shares
    Change vs previous 13F -3 shares

    0.35% of the 13F portfolio, value $988,003.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 702 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $914,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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