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WINTRUST INVESTMENTS LLC: UVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINTRUST INVESTMENTS LLC on UVV, newest first. How the timeline and the estimate are built.

WINTRUST INVESTMENTS LLC held 2,007 UVV shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,007 shares
    Change vs previous 13F -3,101 shares

    0.1% of the 13F portfolio, value $110,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5,108 shares
    Change vs previous 13F -58,098 shares

    0.2% of the 13F portfolio, value $271,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 63,206 shares
    Change vs previous 13F +8,951 shares

    0.25% of the 13F portfolio, value $3,046,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 54,255 shares
    Change vs previous 13F +3,500 shares

    0.25% of the 13F portfolio, value $2,806,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 50,755 shares
    Change vs previous 13F -16,750 shares

    0.33% of the 13F portfolio, value $3,417,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 67,505 shares
    Change vs previous 13F +20,850 shares

    0.33% of the 13F portfolio, value $3,187,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 46,655 shares
    Change vs previous 13F -8,100 shares

    0.23% of the 13F portfolio, value $2,330,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 54,755 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,896,000.

    13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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