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Kesler, Norman & Wride, LLC: TAX position timeline

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

Kesler, Norman & Wride, LLC held 228,493 TAX 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 228,493 shares
    Change vs previous 13F -2,411 shares

    1.15% of the 13F portfolio, value $7,249,420.

    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 230,904 shares
    Change vs previous 13F -2,235 shares

    1.08% of the 13F portfolio, value $6,266,088.

    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 233,139 shares
    Change vs previous 13F -34,833 shares

    1.14% of the 13F portfolio, value $6,622,010.

    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 267,972 shares
    Change vs previous 13F +27,126 shares

    1.28% of the 13F portfolio, value $6,543,260.

    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 240,846 shares
    Change vs previous 13F -16,035 shares

    1.11% of the 13F portfolio, value $6,246,293.

    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 256,881 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $5,899,863.

    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).