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WENDELL DAVID ASSOCIATES INC: BR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WENDELL DAVID ASSOCIATES INC on BR, newest first. How the timeline and the estimate are built.

WENDELL DAVID ASSOCIATES INC held 70,042 BR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,042 shares
    Change vs previous 13F -16,831 shares

    1.01% of the 13F portfolio, value $9,592,000.

    13F-HR 0000878228-26-000007 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 86,873 shares
    Change vs previous 13F -13,440 shares

    1.54% of the 13F portfolio, value $14,115,000.

    13F-HR 0000878228-26-000005 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 100,313 shares
    Change vs previous 13F -821 shares

    2.27% of the 13F portfolio, value $22,387,000.

    13F-HR 0000878228-26-000002 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 101,134 shares
    Change vs previous 13F +205 shares

    2.38% of the 13F portfolio, value $24,087,000.

    13F-HR 0000878228-25-000017 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 100,929 shares
    Change vs previous 13F -1,485 shares

    2.47% of the 13F portfolio, value $24,529,000.

    13F-HR 0000878228-25-000012 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 102,414 shares
    Change vs previous 13F -2,578 shares

    2.48% of the 13F portfolio, value $24,831,000.

    13F-HR 0000878228-25-000006 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 104,992 shares
    Change vs previous 13F -1,165 shares

    2.35% of the 13F portfolio, value $23,738,000.

    13F-HR 0000878228-25-000002 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 106,157 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $22,827,000.

    13F-HR 0000878228-24-000011 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).