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Disclosery

Palisades Hudson Asset Management, L.P.: BWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palisades Hudson Asset Management, L.P. on BWZ, newest first. How the timeline and the estimate are built.

Palisades Hudson Asset Management, L.P. held 21,259 BWZ 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 21,259 shares
    Change vs previous 13F +1,144 shares

    0.2% of the 13F portfolio, value $569,000.

    13F-HR 0001388443-26-000007 filed by Palisades Hudson Asset Management, L.P.
    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 20,115 shares
    Change vs previous 13F +46 shares

    0.21% of the 13F portfolio, value $541,000.

    13F-HR 0001388443-26-000004 filed by Palisades Hudson Asset Management, L.P.
    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 20,069 shares
    Change vs previous 13F +580 shares

    0.21% of the 13F portfolio, value $550,000.

    13F-HR 0001388443-26-000001 filed by Palisades Hudson Asset Management, L.P.
    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 19,489 shares
    Change vs previous 13F +72 shares

    0.2% of the 13F portfolio, value $542,000.

    13F-HR 0001388443-25-000008 filed by Palisades Hudson Asset Management, L.P.
    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 19,417 shares
    Change vs previous 13F +9,847 shares

    0.21% of the 13F portfolio, value $545,000.

    13F-HR 0001388443-25-000005 filed by Palisades Hudson Asset Management, L.P.
    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 9,570 shares
    Change vs previous 13F +25 shares

    0.11% of the 13F portfolio, value $251,000.

    13F-HR 0001388443-25-000004 filed by Palisades Hudson Asset Management, L.P.
    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 9,545 shares
    Change vs previous 13F +57 shares

    0.1% of the 13F portfolio, value $242,000.

    13F-HR 0001388443-25-000001 filed by Palisades Hudson Asset Management, L.P.
    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 9,488 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $261,000.

    13F-HR 0001388443-24-000006 filed by Palisades Hudson Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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