Position in WSBF
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,104,301
+$57,547 QoQ
Shares Held
61,248
-3.2% QoQ
Ownership
0.341%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JOHN G ULLMAN & ASSOCIATES INC holds $10,056,629 across 5 Banks - Regional names.
All Filings in WSBF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,104,301 | 61,248 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,046,754 | 63,248 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $881,368 | 56,498 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $705,691 | 51,100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,246,962 | 92,711 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,456,116 | 108,342 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,335,142 | 90,826 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $438,338 | 34,272 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $562,521 | 46,222 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $855,720 | 60,262 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $236,158 | 21,567 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $643,471 | 44,408 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $649,788 | 42,947 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||