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Disclosery

WADE G W & INC: HIFS position timeline

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

WADE G W & INC held 9,364 HIFS shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 9,364 shares
    Change vs previous 13F +536 shares

    0.06% of the 13F portfolio, value $1,820,000.

    13F-HR 0001580642-24-000847 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 8,828 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,649,000.

    13F-HR 0001580642-23-006128 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 8,828 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,882,000.

    13F-HR 0001580642-23-004170 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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