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Wilkinson Global Asset Management LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilkinson Global Asset Management LLC on WSO, newest first. How the timeline and the estimate are built.

Wilkinson Global Asset Management LLC held 75,839 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,839 shares
    Change vs previous 13F -2,245 shares

    2.51% of the 13F portfolio, value $31,604,387.

    13F-HR 0001172661-26-003135 filed by Wilkinson Global 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 ended2026-03-31
    13F 78,084 shares
    Change vs previous 13F -841 shares

    2.16% of the 13F portfolio, value $28,406,179.

    13F-HR 0001172661-26-001793 filed by Wilkinson Global 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 ended2025-12-31
    13F 78,925 shares
    Change vs previous 13F -2,758 shares

    1.82% of the 13F portfolio, value $26,593,778.

    13F-HR 0001172661-26-000627 filed by Wilkinson Global 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 ended2025-09-30
    13F 81,683 shares
    Change vs previous 13F +208 shares

    2.08% of the 13F portfolio, value $33,024,436.

    13F-HR 0001172661-25-004575 filed by Wilkinson Global 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 ended2025-06-30
    13F 81,475 shares
    Change vs previous 13F -5,693 shares

    2.26% of the 13F portfolio, value $35,980,990.

    13F-HR 0001172661-25-003001 filed by Wilkinson Global 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 ended2025-03-31
    13F 87,168 shares
    Change vs previous 13F +40 shares

    2.77% of the 13F portfolio, value $44,307,494.

    13F-HR 0001172661-25-001556 filed by Wilkinson Global 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 ended2024-12-31
    13F 87,128 shares
    Change vs previous 13F -198 shares

    2.54% of the 13F portfolio, value $41,289,088.

    13F-HR 0001172661-25-000458 filed by Wilkinson Global 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 ended2024-09-30
    13F 87,326 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $42,953,913.

    13F-HR 0001172661-24-004437 filed by Wilkinson Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).