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Kesler, Norman & Wride, LLC: FDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kesler, Norman & Wride, LLC on FDS, newest first. How the timeline and the estimate are built.

Kesler, Norman & Wride, LLC held 2,423 FDS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,423 shares
    Change vs previous 13F -42 shares

    0.09% of the 13F portfolio, value $557,586.

    13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,465 shares
    Change vs previous 13F -247 shares

    0.09% of the 13F portfolio, value $534,797.

    13F-HR 0002085853-26-000572 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,712 shares
    Change vs previous 13F -482 shares

    0.13% of the 13F portfolio, value $786,868.

    13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,194 shares
    Change vs previous 13F +236 shares

    0.3% of the 13F portfolio, value $1,534,039.

    13F-HR 0001840455-25-000005 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,958 shares
    Change vs previous 13F -35 shares

    0.23% of the 13F portfolio, value $1,323,211.

    13F-HR 0001085146-25-004505 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,993 shares
    Change vs previous 13F -201 shares

    0.26% of the 13F portfolio, value $1,360,722.

    13F-HR 0001085146-25-002509 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,194 shares
    Change vs previous 13F -734 shares

    0.33% of the 13F portfolio, value $1,534,039.

    13F-HR 0001085146-25-001090 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,928 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,806,296.

    13F-HR 0001085146-24-004695 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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