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Disclosery

WADE G W & INC: VLO position timeline

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

WADE G W & INC held 10,342 VLO 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 10,342 shares
    Change vs previous 13F -420 shares

    0.04% of the 13F portfolio, value $1,344,000.

    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 10,762 shares
    Change vs previous 13F +4,900 shares

    0.06% of the 13F portfolio, value $1,525,000.

    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 5,862 shares
    Change vs previous 13F -1,349 shares

    0.02% of the 13F portfolio, value $688,000.

    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 7,211 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $1,007,000.

    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 7,209 shares
    Change vs previous 13F +150 shares

    0.04% of the 13F portfolio, value $915,000.

    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 7,059 shares
    Change vs previous 13F +34 shares

    0.04% of the 13F portfolio, value $754,000.

    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 7,025 shares
    Change vs previous 13F -1,234 shares

    0.03% of the 13F portfolio, value $747,000.

    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 8,259 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $839,000.

    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).