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Disclosery

WADE G W & INC: PM position timeline

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

WADE G W & INC held 4,302 PM 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 4,302 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $405,000.

    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 4,301 shares
    Change vs previous 13F -710 shares

    0.01% of the 13F portfolio, value $398,000.

    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 5,011 shares
    Change vs previous 13F +238 shares

    0.02% of the 13F portfolio, value $489,000.

    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).

  4. period ended2023-03-31
    13F 4,773 shares
    Change vs previous 13F -165 shares

    0.02% of the 13F portfolio, value $464,000.

    13F-HR 0001580642-23-002645 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).

  5. period ended2022-12-31
    13F 4,938 shares
    Change vs previous 13F -467 shares

    0.02% of the 13F portfolio, value $500,000.

    13F-HR 0001580642-23-000803 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).

  6. period ended2022-09-30
    13F 5,405 shares
    Change vs previous 13F -333 shares

    0.02% of the 13F portfolio, value $449,000.

    13F-HR 0001580642-22-005737 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).

  7. period ended2022-06-30
    13F 5,738 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $567,000.

    13F-HR 0001580642-22-003989 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).

  8. period ended2022-03-31
    13F 5,725 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $538,000.

    13F-HR 0001580642-22-002717 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).