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Disclosery

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC: AGG 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 AGG, newest first. How the timeline and the estimate are built.

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 128,326 AGG shares at 2024-03-31 per its 13F-HR filed 2024-05-07.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 128,326 shares
    Change vs previous 13F +4,123 shares

    0.35% of the 13F portfolio, value $12,568,291.

    13F-HR 0001798150-24-000003 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 124,203 shares
    Change vs previous 13F +8,726 shares

    0.38% of the 13F portfolio, value $12,327,141.

    13F-HR 0001007399-24-000001 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 115,477 shares
    Change vs previous 13F +7,275 shares

    0.38% of the 13F portfolio, value $10,859,470.

    13F-HR 0001007399-23-000005 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 108,202 shares
    Change vs previous 13F -280,005 shares

    0.35% of the 13F portfolio, value $10,598,435.

    13F-HR 0001007399-23-000004 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 388,207 shares
    Change vs previous 13F +250,607 shares

    1.34% of the 13F portfolio, value $38,680,992.

    13F-HR 0001007399-23-000003 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 137,600 shares
    Change vs previous 13F -41,520 shares

    0.51% of the 13F portfolio, value $13,345,869.

    13F-HR 0001007399-23-000001 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 179,120 shares
    Change vs previous 13F +35,328 shares

    0.74% of the 13F portfolio, value $17,256,000.

    13F-HR 0001007399-22-000006 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 143,792 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $14,621,000.

    13F-HR 0001007399-22-000005 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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