WADE G W & INC: IWF position timeline

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

WADE G W & INC held 489,799 IWF 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 489,799 shares
Change vs previous 13F +20,997 shares
4.82% of the 13F portfolio, value $148,492,000.
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 468,802 shares
Change vs previous 13F +14,347 shares
4.64% of the 13F portfolio, value $124,697,000.
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 454,455 shares
Change vs previous 13F +103,471 shares
4.54% of the 13F portfolio, value $125,057,000.
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 350,984 shares
Change vs previous 13F +552 shares
3.3% of the 13F portfolio, value $85,756,000.
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 350,432 shares
Change vs previous 13F +7,421 shares
3.08% of the 13F portfolio, value $75,076,000.
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 343,011 shares
Change vs previous 13F +18,198 shares
3.53% of the 13F portfolio, value $72,170,000.
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 324,813 shares
Change vs previous 13F +8,639 shares
3.22% of the 13F portfolio, value $71,037,000.
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 316,174 shares
Change vs previous 13F not available
3.76% of the 13F portfolio, value $87,779,000.
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).