Warren Averett Asset Management, LLC
CIK
0001568787
City
BIRMINGHAM
State / Country
AL
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $495,552 | 64,525 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $569,488 | 71,996 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $598,900 | 79,641 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $677,539 | 86,864 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $669,703 | 86,525 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $678,623 | 82,759 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $652,733 | 83,045 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $671,671 | 84,807 | Shares | Sole | 2024-05-15 |