WADE G W & INC: EXR position timeline

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

WADE G W & INC held 115,675 EXR shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

period ended2023-12-31
13F 115,675 shares
Change vs previous 13F +1,969 shares
0.6% of the 13F portfolio, value $18,546,000.
13F-HR 0001580642-24-000847 filed by WADE G W & INC
Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 113,706 shares
Change vs previous 13F +2,909 shares
0.51% of the 13F portfolio, value $13,824,000.
13F-HR 0001580642-23-006128 filed by WADE G W & INC
Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 110,797 shares
Change vs previous 13F -1,219 shares
0.6% of the 13F portfolio, value $16,492,000.
13F-HR 0001580642-23-004170 filed by WADE G W & INC
Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 112,016 shares
Change vs previous 13F +2,725 shares
0.7% of the 13F portfolio, value $18,251,000.
13F-HR 0001580642-23-002645 filed by WADE G W & INC
Filed 2023-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 109,291 shares
Change vs previous 13F -1,108 shares
0.66% of the 13F portfolio, value $16,085,000.
13F-HR 0001580642-23-000803 filed by WADE G W & INC
Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 110,399 shares
Change vs previous 13F -650 shares
0.93% of the 13F portfolio, value $19,067,000.
13F-HR 0001580642-22-005737 filed by WADE G W & INC
Filed 2022-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 111,049 shares
Change vs previous 13F -3,789 shares
0.86% of the 13F portfolio, value $18,892,000.
13F-HR 0001580642-22-003989 filed by WADE G W & INC
Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 114,838 shares
Change vs previous 13F not available
1.01% of the 13F portfolio, value $23,611,000.
13F-HR 0001580642-22-002717 filed by WADE G W & INC
Filed 2022-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).