Manager × security

SALZHAUER MICHAEL WSFS holdings history

Who else holds this security? →

WSFS FINANCIAL CORP · CUSIP 929328102 · CIK 1059543

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, SALZHAUER MICHAEL reported 19.33K WSFS (shares), valued at $1.48M, or 0.55% of its reported non-derivative portfolio. Filed 2026-07-20.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
0.55%
Shares
19.33K
19,329
Reported value
$1.48M
USD

Shares unchanged; reported value increased 17.22%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.55%19,329SEC filing ↗Filed Jul 20, 2026
Q1 20260.60%19,329SEC filing ↗Filed May 5, 2026
Q4 20250.47%19,329SEC filing ↗Filed Feb 2, 2026
Q3 20251.93%19,329SEC filing ↗Filed Oct 20, 2025
Q2 20250.67%19,329SEC filing ↗Filed Aug 14, 2025
Q1 20250.68%21,309SEC filing ↗Filed Apr 23, 2025
Q4 20240.58%21,309SEC filing ↗Filed Feb 13, 2025Amended
Q3 20240.69%21,309SEC filing ↗Filed Nov 7, 2024
Q2 20240.81%21,309SEC filing ↗Filed Aug 9, 2024
Q1 20240.77%21,309SEC filing ↗Filed Apr 26, 2024
Q4 20230.88%21,309SEC filing ↗Filed Feb 14, 2024
Q3 20230.91%22,977SEC filing ↗Filed Nov 8, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.91%22,977$838.66KThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 8, 2023
Q4 20230.88%21,309$978.72KShares decreased 7.26%; reported value increased 16.70%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2024
Q1 20240.77%21,309$961.89KShares unchanged; reported value decreased 1.72%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 26, 2024
Q2 20240.81%21,309$1.00MShares unchanged; reported value increased 4.12%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 9, 2024
Q3 20240.69%21,309$1.09MShares unchanged; reported value increased 8.49%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 7, 2024
Q4 20240.58%21,309$1.13MShares unchanged; reported value increased 4.20%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2025
Q1 20250.68%21,309$1.11MShares unchanged; reported value decreased 2.37%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2025
Q2 20250.67%19,329$1.06MShares decreased 9.29%; reported value decreased 3.82%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2025
Q3 20251.93%19,329$3.74MShares unchanged; reported value increased 251.75%, and weight changed +1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 20, 2025
Q4 20250.47%19,329$1.07MShares unchanged; reported value decreased 71.45%, and weight changed -1.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 2, 2026
Q1 20260.60%19,329$1.27MShares unchanged; reported value increased 18.50%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 5, 2026
Q2 20260.55%19,329$1.48MShares unchanged; reported value increased 17.22%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 20, 2026
SALZHAUER MICHAEL · WSFS FINANCIAL CORP

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1059543","quarter":"2026Q2","cusip":"929328102"}

get_institutional_manager_history
{"cik":"1059543","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.