WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC: AEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC on AEP, newest first. How the timeline and the estimate are built.
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 4,807 AEP shares at 2024-03-31 per its 13F-HR filed 2024-05-07.
the latest 13F is the newest step
- period ended2024-03-3113F 4,807 sharesChange vs previous 13F +197 shares
0.01% of the 13F portfolio, value $413,862.
13F-HR 0001798150-24-000003 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 4,610 sharesChange vs previous 13F -626 shares
0.01% of the 13F portfolio, value $374,404.
13F-HR 0001007399-24-000001 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 5,236 sharesChange vs previous 13F -17 shares
0.01% of the 13F portfolio, value $393,852.
13F-HR 0001007399-23-000005 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 5,253 sharesChange vs previous 13F +339 shares
0.01% of the 13F portfolio, value $442,303.
13F-HR 0001007399-23-000004 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 4,914 sharesChange vs previous 13F +836 shares
0.02% of the 13F portfolio, value $447,125.
13F-HR 0001007399-23-000003 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 4,078 sharesChange vs previous 13F -73 shares
0.01% of the 13F portfolio, value $387,206.
13F-HR 0001007399-23-000001 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 4,151 sharesChange vs previous 13F +234 shares
0.02% of the 13F portfolio, value $359,000.
13F-HR 0001007399-22-000006 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 3,917 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $376,000.
13F-HR 0001007399-22-000005 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).