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TOWER BRIDGE ADVISORS: WSO position timeline

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

TOWER BRIDGE ADVISORS held 15,633 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,633 shares
    Change vs previous 13F -563 shares

    0.59% of the 13F portfolio, value $6,514,698.

    13F-HR 0001278249-26-000008 filed by TOWER BRIDGE 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 16,196 shares
    Change vs previous 13F +384 shares

    0.57% of the 13F portfolio, value $5,892,120.

    13F-HR 0001278249-26-000004 filed by TOWER BRIDGE 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 15,812 shares
    Change vs previous 13F -58 shares

    0.54% of the 13F portfolio, value $5,327,874.

    13F-HR 0001278249-26-000002 filed by TOWER BRIDGE 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 15,870 shares
    Change vs previous 13F -176 shares

    0.64% of the 13F portfolio, value $6,416,086.

    13F-HR 0001278249-25-000010 filed by TOWER BRIDGE ADVISORS
    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 16,046 shares
    Change vs previous 13F -682 shares

    0.76% of the 13F portfolio, value $7,086,351.

    13F-HR 0001278249-25-000005 filed by TOWER BRIDGE ADVISORS
    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 16,728 shares
    Change vs previous 13F -367 shares

    0.95% of the 13F portfolio, value $8,502,797.

    13F-HR 0001278249-25-000002 filed by TOWER BRIDGE ADVISORS
    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 17,095 shares
    Change vs previous 13F -217 shares

    0.86% of the 13F portfolio, value $8,100,968.

    13F-HR 0001278249-25-000001 filed by TOWER BRIDGE ADVISORS
    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 17,312 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $8,515,584.

    13F-HR 0001278249-24-000006 filed by TOWER BRIDGE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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