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Waterstone Financial shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

All positions including Waterstone 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 Waterstone Financial by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $26k 1.8k 14.20
2023-09-30 $20k 1.8k 10.95
2023-06-30 $26k 1.8k 14.49
2023-03-31 $28k 1.8k 15.13
2022-12-31 $31k 1.8k 17.18
2022-09-30 $29k 1.8k 15.92
2022-06-30 $31k 1.8k 17.01
2022-03-31 $35k 1.8k 19.21
2021-12-31 $40k 1.8k 21.95
2021-09-30 $37k 1.8k 20.31
2021-06-30 $36k 1.8k 19.76
2021-03-31 $37k 1.8k 20.31
2020-12-31 $34k 1.8k 18.66
2020-09-30 $36k 2.3k 15.45
2020-06-30 $35k 2.3k 15.02
2020-03-31 $34k 2.3k 14.59
2019-12-31 $44k 2.3k 18.88
2019-09-30 $40k 2.3k 17.17
2019-06-30 $40k 2.3k 17.17
2019-03-31 $38k 2.3k 16.31
2018-12-31 $39k 2.3k 16.74
2018-09-30 $40k 2.3k 17.17
2018-06-30 $40k 2.3k 17.17
2018-03-31 $40k 2.3k 17.17
2017-12-31 $40k 2.3k 17.17
2017-09-30 $41k 2.3k 17.60
2017-06-30 $44k 2.3k 18.88
2017-03-31 $43k 2.3k 18.45