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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors