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PRENTISS SMITH & CO INC: WMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRENTISS SMITH & CO INC on WMS, newest first. How the timeline and the estimate are built.

PRENTISS SMITH & CO INC held 43,207 WMS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,207 shares
    Change vs previous 13F -555 shares

    3.72% of the 13F portfolio, value $6,781,771.

    13F-HR 0001134687-26-000004 filed by PRENTISS SMITH & CO INC
    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 43,762 shares
    Change vs previous 13F +709 shares

    3.48% of the 13F portfolio, value $6,001,083.

    13F-HR 0001134687-26-000003 filed by PRENTISS SMITH & CO INC
    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 43,053 shares
    Change vs previous 13F -126 shares

    3.72% of the 13F portfolio, value $6,235,366.

    13F-HR 0001134687-26-000002 filed by PRENTISS SMITH & CO INC
    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 43,179 shares
    Change vs previous 13F -1,161 shares

    3.38% of the 13F portfolio, value $5,988,927.

    13F-HR 0001134687-25-000008 filed by PRENTISS SMITH & CO INC
    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 44,340 shares
    Change vs previous 13F -419 shares

    3.03% of the 13F portfolio, value $5,092,892.

    13F-HR 0001134687-25-000006 filed by PRENTISS SMITH & CO INC
    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 44,759 shares
    Change vs previous 13F +37,908 shares

    3.15% of the 13F portfolio, value $4,863,065.

    13F-HR 0001134687-25-000004 filed by PRENTISS SMITH & CO INC
    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 6,851 shares
    Change vs previous 13F -43 shares

    0.52% of the 13F portfolio, value $791,976.

    13F-HR 0001134687-25-000003 filed by PRENTISS SMITH & CO INC
    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 6,894 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,083,461.

    13F-HR 0001134687-24-000008 filed by PRENTISS SMITH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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