Warren Averett Asset Management, LLC
Holdings in WES
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $14,051,848 | 355,743 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $12,051,736 | 306,738 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $12,231,715 | 316,065 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $12,787,548 | 312,196 | Shares | Sole | 2025-05-15 |