WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC: IVW 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 IVW, newest first. How the timeline and the estimate are built.
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 12,147 IVW shares at 2024-03-31 per its 13F-HR filed 2024-05-07.
the latest 13F is the newest step
- period ended2024-03-3113F 12,147 sharesChange vs previous 13F +112 shares
0.03% of the 13F portfolio, value $1,025,693.
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 12,035 sharesChange vs previous 13F +164 shares
0.03% of the 13F portfolio, value $903,829.
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 11,871 sharesChange vs previous 13F +2,405 shares
0.03% of the 13F portfolio, value $812,214.
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 9,466 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $667,164.
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 9,466 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $604,783.
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 9,466 sharesChange vs previous 13F +651 shares
0.02% of the 13F portfolio, value $553,761.
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 8,815 sharesChange vs previous 13F +687 shares
0.02% of the 13F portfolio, value $510,000.
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 8,128 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $491,000.
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).