WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC: USMV 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 USMV, newest first. How the timeline and the estimate are built.
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 3,848 USMV shares at 2024-03-31 per its 13F-HR filed 2024-05-07.
the latest 13F is the newest step
- period ended2024-03-3113F 3,848 sharesChange vs previous 13F -201 shares
0.01% of the 13F portfolio, value $321,616.
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 4,049 sharesChange vs previous 13F -231 shares
0.01% of the 13F portfolio, value $315,943.
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 4,280 sharesChange vs previous 13F -189 shares
0.01% of the 13F portfolio, value $309,786.
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 4,469 sharesChange vs previous 13F -2,161 shares
0.01% of the 13F portfolio, value $332,181.
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 6,630 sharesChange vs previous 13F -83,150 shares
0.02% of the 13F portfolio, value $482,266.
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 89,780 sharesChange vs previous 13F -16,976 shares
0.25% of the 13F portfolio, value $6,473,138.
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 106,756 sharesChange vs previous 13F +12,999 shares
0.3% of the 13F portfolio, value $7,057,000.
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 93,757 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $6,583,000.
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).