WADE G W & INC: MKL position timeline

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

WADE G W & INC held 890 MKL 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 890 shares
Change vs previous 13F +37 shares
0.04% of the 13F portfolio, value $1,264,000.
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 853 shares
Change vs previous 13F -215 shares
0.05% of the 13F portfolio, value $1,256,000.
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 1,068 shares
Change vs previous 13F +1,068 shares
0.05% of the 13F portfolio, value $1,477,000.
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 ended2022-09-30
13F 0 shares
Change vs previous 13F -2,509 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2022-06-30
13F 2,509 shares
Change vs previous 13F +2,292 shares
0.15% of the 13F portfolio, value $3,245,000.
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 217 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $320,000.
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).