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THOMASPARTNERS, INC.: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THOMASPARTNERS, INC. on WSO, newest first. How the timeline and the estimate are built.

THOMASPARTNERS, INC. held 629,774 WSO shares at 2018-03-31 per its 13F-HR filed 2018-05-02.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 629,774 shares
    Change vs previous 13F +4,600 shares

    0.83% of the 13F portfolio, value $113,970,000.

    13F-HR 0001085146-18-001212 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 625,174 shares
    Change vs previous 13F +2,929 shares

    0.78% of the 13F portfolio, value $106,305,000.

    13F-HR 0001085146-18-000500 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 622,245 shares
    Change vs previous 13F +15,316 shares

    0.8% of the 13F portfolio, value $100,225,000.

    13F-HR 0001085146-17-002331 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 606,929 shares
    Change vs previous 13F +41,856 shares

    0.8% of the 13F portfolio, value $93,589,000.

    13F-HR 0001085146-17-001756 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 565,073 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $80,907,000.

    13F-HR 0001085146-17-001105 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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