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WADE G W & INC: VOOG position timeline

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

WADE G W & INC held 106,435 VOOG 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 106,435 shares
    Change vs previous 13F +1,945 shares

    0.94% of the 13F portfolio, value $28,822,000.

    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 104,490 shares
    Change vs previous 13F +8,650 shares

    0.96% of the 13F portfolio, value $25,792,000.

    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 95,840 shares
    Change vs previous 13F +3,941 shares

    0.88% of the 13F portfolio, value $24,352,000.

    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 91,899 shares
    Change vs previous 13F +4,574 shares

    0.81% of the 13F portfolio, value $21,181,000.

    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 87,325 shares
    Change vs previous 13F +44,074 shares

    0.75% of the 13F portfolio, value $18,420,000.

    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 43,251 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $9,020,000.

    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).