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Disclosery

M.D. Sass, LLC: GWRE position timeline

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

M.D. Sass, LLC held 55,208 GWRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,208 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $6,793,344.

    13F-HR 0001172661-26-003181 filed by M.D. Sass, 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 55,208 shares
    Change vs previous 13F +23,022 shares

    0.63% of the 13F portfolio, value $8,256,908.

    13F-HR 0001172661-26-001945 filed by M.D. Sass, 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 32,186 shares
    Change vs previous 13F +13,531 shares

    0.51% of the 13F portfolio, value $6,469,708.

    13F-HR 0001172661-26-000587 filed by M.D. Sass, 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 18,655 shares
    Change vs previous 13F +6,302 shares

    0.35% of the 13F portfolio, value $4,288,038.

    13F-HR 0001172661-25-004587 filed by M.D. Sass, 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 12,353 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,908,514.

    13F-HR 0001172661-25-003127 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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