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Disclosery

WADE G W & INC: VOO position timeline

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

WADE G W & INC held 5,463 VOO 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 5,463 shares
    Change vs previous 13F -18 shares

    0.08% of the 13F portfolio, value $2,386,000.

    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 5,481 shares
    Change vs previous 13F -166 shares

    0.08% of the 13F portfolio, value $2,152,000.

    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 5,647 shares
    Change vs previous 13F +270 shares

    0.08% of the 13F portfolio, value $2,300,000.

    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 5,377 shares
    Change vs previous 13F -621 shares

    0.08% of the 13F portfolio, value $2,022,000.

    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 5,998 shares
    Change vs previous 13F +10 shares

    0.09% of the 13F portfolio, value $2,107,000.

    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 5,988 shares
    Change vs previous 13F -6,020 shares

    0.1% of the 13F portfolio, value $1,966,000.

    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 12,008 shares
    Change vs previous 13F -892 shares

    0.19% of the 13F portfolio, value $4,165,000.

    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 12,900 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,356,000.

    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).