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Disclosery

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

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 427,285 PFM 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 427,285 shares
    Change vs previous 13F -4,631 shares

    0.51% of the 13F portfolio, value $18,189,525.

    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 431,916 shares
    Change vs previous 13F +8,117 shares

    0.53% of the 13F portfolio, value $17,229,131.

    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 423,799 shares
    Change vs previous 13F +9,568 shares

    0.54% of the 13F portfolio, value $15,481,394.

    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 414,231 shares
    Change vs previous 13F +10,022 shares

    0.52% of the 13F portfolio, value $15,836,042.

    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 404,209 shares
    Change vs previous 13F +4,444 shares

    0.51% of the 13F portfolio, value $14,794,036.

    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 399,765 shares
    Change vs previous 13F +9,015 shares

    0.55% of the 13F portfolio, value $14,599,430.

    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 390,750 shares
    Change vs previous 13F +17,249 shares

    0.54% of the 13F portfolio, value $12,637,000.

    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 373,501 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $12,890,000.

    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).