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

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 67,241 IWM 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 67,241 shares
    Change vs previous 13F +38 shares

    0.4% of the 13F portfolio, value $14,140,869.

    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 67,203 shares
    Change vs previous 13F -1,347 shares

    0.41% of the 13F portfolio, value $13,488,374.

    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 68,550 shares
    Change vs previous 13F -2,334 shares

    0.42% of the 13F portfolio, value $12,115,603.

    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 70,884 shares
    Change vs previous 13F -1,656 shares

    0.44% of the 13F portfolio, value $13,274,499.

    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 72,540 shares
    Change vs previous 13F +510 shares

    0.45% of the 13F portfolio, value $12,941,155.

    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 72,030 shares
    Change vs previous 13F -2,969 shares

    0.48% of the 13F portfolio, value $12,559,134.

    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 74,999 shares
    Change vs previous 13F +1,058 shares

    0.53% of the 13F portfolio, value $12,369,000.

    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 73,941 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $12,523,000.

    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).