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Disclosery

Sippican Capital Advisors: WSFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sippican Capital Advisors on WSFS, newest first. How the timeline and the estimate are built.

Sippican Capital Advisors held 11,089 WSFS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,089 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $850,859.

    13F-HR 0001398344-26-012476 filed by Sippican Capital Advisors
    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 11,089 shares
    Change vs previous 13F +451 shares

    0.5% of the 13F portfolio, value $725,886.

    13F-HR 0001398344-26-007005 filed by Sippican Capital Advisors
    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 10,638 shares
    Change vs previous 13F +3,695 shares

    0.38% of the 13F portfolio, value $587,643.

    13F-HR 0001398344-26-001091 filed by Sippican Capital Advisors
    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 6,943 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $374,436.

    13F-HR 0001398344-25-019813 filed by Sippican Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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