WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC: OTIS 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 OTIS, newest first. How the timeline and the estimate are built.
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 5,306 OTIS shares at 2024-03-31 per its 13F-HR filed 2024-05-07.
the latest 13F is the newest step
- period ended2024-03-3113F 5,306 sharesChange vs previous 13F -60 shares
0.01% of the 13F portfolio, value $526,727.
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 5,366 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $480,096.
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 5,366 sharesChange vs previous 13F -478 shares
0.01% of the 13F portfolio, value $430,943.
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 5,844 sharesChange vs previous 13F +253 shares
0.02% of the 13F portfolio, value $520,202.
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 5,591 sharesChange vs previous 13F -421 shares
0.02% of the 13F portfolio, value $471,907.
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 6,012 sharesChange vs previous 13F +376 shares
0.02% of the 13F portfolio, value $470,824.
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 5,636 sharesChange vs previous 13F -204 shares
0.02% of the 13F portfolio, value $360,000.
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 5,840 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $413,000.
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).