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Bankwell Financial shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Bankwell Financial (BWFG) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Bankwell Financial

Tip: Access up to 7 years of quarterly data

All positions including Bankwell Financial held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bankwell Financial by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 423 29.95
2024-06-30 $11k 423 25.37
2024-03-31 $11k 423 25.94
2023-12-31 $13k 423 30.18
2023-09-30 $10k 423 24.27
2023-06-30 $10k 423 24.38
2023-03-31 $11k 423 24.86
2022-12-31 $13k 423 30.19
2022-09-30 $12k 423 28.37
2022-06-30 $13k 423 30.73
2021-03-31 $12k 446 26.91
2020-12-31 $9.0k 446 20.18
2020-09-30 $6.0k 446 13.45
2020-06-30 $7.0k 446 15.70
2020-03-31 $7.0k 446 15.70
2019-12-31 $13k 446 29.15
2019-09-30 $12k 446 26.91
2019-06-30 $13k 446 29.15
2019-03-31 $13k 446 29.15
2018-12-31 $13k 446 29.15
2018-09-30 $14k 446 31.39
2018-06-30 $14k 446 31.39
2018-03-31 $14k 446 31.39
2017-12-31 $15k 446 33.63
2017-09-30 $15k 446 33.63
2017-06-30 $14k 446 31.39
2017-03-31 $15k 446 33.63