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Disclosery

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

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 567,407 IWF 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 567,407 shares
    Change vs previous 13F -5,873 shares

    5.35% of the 13F portfolio, value $191,244,409.

    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 573,280 shares
    Change vs previous 13F +18,034 shares

    5.31% of the 13F portfolio, value $173,801,354.

    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 555,246 shares
    Change vs previous 13F +9,224 shares

    5.11% of the 13F portfolio, value $147,689,998.

    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 546,022 shares
    Change vs previous 13F -17,182 shares

    4.96% of the 13F portfolio, value $150,254,452.

    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 563,204 shares
    Change vs previous 13F +11,296 shares

    4.78% of the 13F portfolio, value $137,607,587.

    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 551,908 shares
    Change vs previous 13F -4,552 shares

    4.48% of the 13F portfolio, value $118,240,833.

    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 556,460 shares
    Change vs previous 13F +4,395 shares

    5.02% of the 13F portfolio, value $117,079,000.

    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 552,065 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $120,737,000.

    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).