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Investar Holding shares owned by Wellington Management Company

Quarter-by-quarter ownership of Investar Holding (ISTR) shares owned by Wellington Management Company from 13F filings

Historical chart of Wellington Management Company investment in Investar Holding

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All positions including Investar Holding held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investar Holding by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 131k 14.91
2023-09-30 $1.4M 131k 10.59
2023-06-30 $1.6M 131k 12.11
2023-03-31 $2.7M 193k 13.96
2022-12-31 $4.0M 187k 21.53
2022-03-31 $3.6M 189k 19.09
2021-12-31 $2.9M 159k 18.41
2021-09-30 $4.8M 218k 22.02
2021-06-30 $3.3M 145k 22.89
2016-06-30 $5.0M 324k 15.38
2016-03-31 $5.7M 390k 14.67
2015-12-31 $7.1M 402k 17.60
2015-09-30 $6.2M 402k 15.49
2015-06-30 $6.2M 410k 15.20
2015-03-31 $8.4M 492k 17.10
2014-12-31 $6.8M 492k 13.84