Skip to content
Disclosery

Wade Financial Advisory, Inc: LRGF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on LRGF, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 257,225 LRGF shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 257,225 shares
    Change vs previous 13F +18,114 shares

    5.1% of the 13F portfolio, value $14,888,178.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 239,111 shares
    Change vs previous 13F +8,085 shares

    4.89% of the 13F portfolio, value $14,430,347.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 231,026 shares
    Change vs previous 13F +2,486 shares

    4.57% of the 13F portfolio, value $13,577,384.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 228,540 shares
    Change vs previous 13F -1,529 shares

    4.58% of the 13F portfolio, value $12,727,385.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 230,069 shares
    Change vs previous 13F +28,280 shares

    4.51% of the 13F portfolio, value $12,380,019.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 201,789 shares
    Change vs previous 13F +8,086 shares

    3.68% of the 13F portfolio, value $9,744,401.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 193,703 shares
    Change vs previous 13F -27,668 shares

    3.59% of the 13F portfolio, value $8,391,223.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 221,371 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $9,864,310.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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