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ARISTOTLE INVESTMENT SERVICES, LLC: WSFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ARISTOTLE INVESTMENT SERVICES, LLC on WSFS, newest first. How the timeline and the estimate are built.

ARISTOTLE INVESTMENT SERVICES, LLC held 21,221 WSFS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,221 shares
    Change vs previous 13F -7,101 shares

    0.11% of the 13F portfolio, value $1,628,323.

    13F-HR 0001398344-26-014480 filed by Aristotle Capital Boston, 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 28,322 shares
    Change vs previous 13F -472 shares

    0.11% of the 13F portfolio, value $1,850,464.

    13F-HR 0001398344-26-009206 filed by Aristotle Capital Boston, 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 28,794 shares
    Change vs previous 13F -2,524 shares

    0.09% of the 13F portfolio, value $1,590,617.

    13F-HR 0001398344-26-003238 filed by Aristotle Capital Boston, 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 31,318 shares
    Change vs previous 13F -2,100 shares

    0.09% of the 13F portfolio, value $1,689,026.

    13F-HR 0001398344-25-020922 filed by Aristotle Capital Boston, 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 33,418 shares
    Change vs previous 13F -6,309 shares

    0.09% of the 13F portfolio, value $1,837,995.

    13F-HR 0001398344-25-015416 filed by Aristotle Capital Boston, 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 39,727 shares
    Change vs previous 13F -19,816 shares

    0.1% of the 13F portfolio, value $2,060,626.

    13F-HR 0001398344-25-009467 filed by Aristotle Capital Boston, 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 59,543 shares
    Change vs previous 13F -3,941 shares

    0.12% of the 13F portfolio, value $3,163,512.

    13F-HR 0001398344-25-002761 filed by Aristotle Capital Boston, 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 63,484 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,237,054.

    13F-HR 0001398344-24-020713 filed by Aristotle Capital Boston, LLC
    Filed (acceptance time not in the bulk data set), ingested

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