Current Market Value 3,078,733
Current Holdings 417
Most Recent File Date 2024-02-08
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wade G W & Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-02-08 2023-12-31 13F-HR 417 3,079
2023-11-08 2023-09-30 13F-HR 401 2,688
2023-08-10 2023-06-30 13F-HR 383 2,753
2023-05-09 2023-03-31 13F-HR 374 2,603
2023-02-10 2022-12-31 13F-HR 383 2,441
2022-11-10 2022-09-30 13F-HR 379 2,042,531
2022-08-09 2022-06-30 13F-HR 382 2,204,850
2022-05-10 2022-03-31 13F-HR 390 2,332,786
2022-02-09 2021-12-31 13F-HR 389 2,303,959
2021-11-03 2021-09-30 13F-HR 379 2,105,292
2021-08-12 2021-06-30 13F-HR 382 2,081,784
2021-05-05 2021-03-31 13F-HR 354 1,879,792
2021-02-03 2020-12-31 13F-HR 305 1,644,371
2020-11-09 2020-09-30 13F-HR 240 1,311,730
2020-08-07 2020-06-30 13F-HR 241 1,221,176
2020-05-06 2020-03-31 13F-HR 218 1,063,355
2020-02-07 2019-12-31 13F-HR 236 1,301,965
2019-11-12 2019-09-30 13F-HR 234 1,173,364
2019-08-12 2019-06-30 13F-HR 234 1,100,196
2019-05-09 2019-03-31 13F-HR 229 1,058,021
2019-02-04 2018-12-31 13F-HR 219 924,804
2018-11-07 2018-09-30 13F-HR 240 942,654
2018-08-13 2018-06-30 13F-HR 241 887,024
2018-05-04 2018-03-31 13F-HR 232 865,116
2018-02-13 2017-12-31 13F-HR 216 870,979
2017-11-09 2017-09-30 13F-HR 238 824,294
2017-08-11 2017-06-30 13F-HR 234 789,394
2017-05-05 2017-03-31 13F-HR 243 761,600
2017-01-25 2016-12-31 13F-HR 226 607,716
2016-11-01 2016-09-30 13F-HR 229 555,643
2016-08-05 2016-06-30 13F-HR 234 582,953
2016-04-26 2016-03-31 13F-HR 215 512,421
2016-01-12 2015-12-31 13F-HR 217 476,157
2015-10-15 2015-09-30 13F-HR 220 450,923
2015-08-14 2015-06-30 13F-HR 233 505,528
2015-05-04 2015-03-31 13F-HR 242 531,387
2015-02-13 2014-12-31 13F-HR 132 381,818
2014-11-13 2014-09-30 13F-HR 73 344,020
2014-08-14 2014-06-30 13F-HR 74 339,042
2014-05-14 2014-03-31 13F-HR 74 308,902
2014-02-11 2013-12-31 13F-HR 76 308,560
2013-11-13 2013-09-30 13F-HR 80 289,360,000
2013-08-12 2013-06-30 13F-HR 80 277,098