Skip to content
Disclosery

Trust Investment Advisors: WBS position timeline

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

Trust Investment Advisors held 21,894 WBS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,894 shares
    Change vs previous 13F -206 shares

    0.8% of the 13F portfolio, value $1,673,139.

    13F-HR 0001597690-26-000004 filed by Trust Investment 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 22,100 shares
    Change vs previous 13F -4,472 shares

    0.9% of the 13F portfolio, value $1,534,182.

    13F-HR 0001597690-26-000003 filed by Trust Investment 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 26,572 shares
    Change vs previous 13F +457 shares

    0.89% of the 13F portfolio, value $1,672,442.

    13F-HR 0001597690-26-000002 filed by Trust Investment 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 26,115 shares
    Change vs previous 13F +205 shares

    0.87% of the 13F portfolio, value $1,552,276.

    13F-HR 0001597690-25-000007 filed by Trust Investment 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 25,910 shares
    Change vs previous 13F -1,131 shares

    0.86% of the 13F portfolio, value $1,414,686.

    13F-HR 0001085146-25-004435 filed by Trust Investment 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 27,041 shares
    Change vs previous 13F +42 shares

    0.9% of the 13F portfolio, value $1,393,964.

    13F-HR 0001085146-25-002550 filed by Trust Investment 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 26,999 shares
    Change vs previous 13F +3,020 shares

    0.95% of the 13F portfolio, value $1,490,885.

    13F-HR 0001085146-25-001021 filed by Trust Investment 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 23,979 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,117,661.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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