Position in NTRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,227,310
+$241,946 QoQ
Shares Held
7,060
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#438
of 1,014 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WIMMER ASSOCIATES 1, LLC holds $2,466,755 across 3 Asset Management names. NTRS ranks #1 (49.8% of the industry book) .
All Filings in NTRS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,227,310 | 7,060 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $985,364 | 7,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,072,231 | 7,850 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,084,068 | 8,054 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,167,609 | 9,209 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $908,467 | 9,209 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,076,660 | 10,504 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $910,113 | 10,109 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $829,638 | 9,879 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,014,488 | 11,409 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,115,334 | 13,218 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $931,240 | 13,403 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,042,334 | 14,059 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,308,201 | 14,844 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,439,289 | 16,265 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,418,328 | 16,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,701,135 | 17,632 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,017,146 | 17,322 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,084,443 | 17,427 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,864,142 | 17,291 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,092,259 | 18,096 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,024,313 | 19,259 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,707,256 | 18,330 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,494,918 | 19,173 | Shares | Sole | 2020-12-03 | |
| 2020-06-30 | $1,481,119 | 18,668 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,703,358 | 22,573 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||