Filer Snapshot

WADE G W & INC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001132556.

Entity Type

Company

Total Filings

72

Latest Filing

08 Feb 2024

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 08 Feb 2024 for CIK 0001132556.

View Source Filing
Business address
93 Worcester Street, Wellesley, MA, 02481
Top securities (13F)
IWF, AAPL, DLN, MSFT, IVV, QQQ, USMV, SHY, XOM, IEF, SPY, IJR, AVGO, IWD, PG, IJH, VEA, DVY, AMZN, and MINT
State of incorporation
MA
Fiscal year end
31 December

Quick Takeaways

  • WADE G W & INC is an SEC filer tracked under CIK 0001132556.
  • 72 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 08 Feb 2024.
  • Report period: 31 Dec 2023.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 08 Feb 2024 for CIK 0001132556.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for WADE G W & INC.

Latest source-backed update
13F-HR filed 08 Feb 2024
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 08 Feb 2024.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for WADE G W & INC

New filing available

Latest 13F period: Q4 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 Feb 2024

Page type

Filer profile

Latest period

Q4 2023

Institutional portfolio context was refreshed from a 13F filing filed on 08 Feb 2024.

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Benchmark Context

Benchmark context for this company

WADE G W & INC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q4 2023. That gives you a fresh baseline before you compare this company with peers.

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Company intelligence

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Active modules

2/5

Available company intelligence paths on this page.

Filings

72

SEC submissions provide the evidence trail.

Ownership context

1/3

Insider, large-stake, and institutional ownership lanes.

Return loop

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What changed?

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Why might it matter?

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Where is evidence?

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SEC filings

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Company facts

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Financial context

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Forms 3/4/5

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Insider activity

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Schedule 13D/G

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Large-stake holders

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Form 13F

Available

Institutional holders

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SEC-verifiable company hub

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Watchlist return triggers

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new company filing insider Form 4 13D/G holder change 13F holder update

Filer Overview

WADE G W & INC has filed 72 SEC EDGAR filings since 13 Feb 2001. Common forms include 13F-HR, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for WADE G W & INC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2024 31 Dec 2023 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2023 30 Sep 2023 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2023 30 Jun 2023 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Mar 2023 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2023 31 Dec 2022 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2022 30 Sep 2022 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2022 30 Jun 2022 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2022 31 Mar 2022 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2022 31 Dec 2021 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2021 30 Sep 2021 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2021 30 Jun 2021 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2021 31 Mar 2021 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2021 31 Dec 2020 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2020 30 Sep 2020 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2020 30 Jun 2020 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2020 31 Mar 2020 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2020 31 Dec 2019 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2019 30 Sep 2019 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2019 30 Jun 2019 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2019 31 Mar 2019 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2019 31 Dec 2018 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2018 30 Sep 2018 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2018 30 Jun 2018 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2018 31 Mar 2018 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2018 31 Dec 2017 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2017 30 Sep 2017 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2017 30 Jun 2017 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2017 31 Mar 2017 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2017 31 Dec 2016 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2016 30 Sep 2016 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2016 30 Jun 2016 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2016 31 Mar 2016 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jan 2016 31 Dec 2015 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2015 30 Sep 2015 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2015 30 Jun 2015 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2015 31 Mar 2015 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2015 31 Dec 2014 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2014 30 Sep 2014 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2014 30 Jun 2014 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2014 31 Mar 2014 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2014 31 Dec 2013 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2013 30 Sep 2013 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2013 30 Jun 2013 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR GWW 13F 03312013 06 May 2013 31 Mar 2013 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR QUARTER ENDED 12312012 07 Feb 2013 31 Dec 2012 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2012 30 Sep 2012 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2012 30 Jun 2012 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR GW & WADE Q1 2012 13F 09 May 2012 31 Mar 2012 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR GW&WADE 12/31/2011 13F 23 Jan 2012 31 Dec 2011 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR GW & WADE LLC 02 Nov 2011 30 Sep 2011 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR GW & WADE Q2 2011 13F 01 Aug 2011 30 Jun 2011 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 3/31/2011 13F GW&WADE 06 May 2011 31 Mar 2011 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2011 31 Dec 2010 028-06161
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 23 Nov 2010 30 Sep 2010 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Nov 2010 30 Sep 2010 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2010 30 Jun 2010 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2010 31 Mar 2010 028-06161
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Mar 2010 31 Dec 2009 028-06161

About this filer

WADE G W & INC files with the SEC under CIK 0001132556. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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