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
Tip: Access up to 7 years of quarterly data
All positions including Investar Holding held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Investar Holding by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 292k | 23.21 |
| 2025-06-30 | $4.0M | 207k | 19.32 |
| 2025-03-31 | $3.6M | 207k | 17.61 |
| 2024-12-31 | $5.0M | 229k | 21.96 |
| 2024-09-30 | $3.1M | 161k | 19.40 |
| 2024-06-30 | $1.7M | 108k | 15.40 |
| 2024-03-31 | $1.9M | 115k | 16.36 |
| 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 |
More positions owned by Wellington Management Company
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