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Advisors Asset Management, Inc.: WES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on WES, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 232,840 WES shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,840 shares
    Change vs previous 13F -9,618 shares

    0.16% of the 13F portfolio, value $10,189,078.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 242,458 shares
    Change vs previous 13F +7,337 shares

    0.17% of the 13F portfolio, value $9,981,996.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 235,121 shares
    Change vs previous 13F +48,268 shares

    0.16% of the 13F portfolio, value $9,287,280.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 186,853 shares
    Change vs previous 13F +29,754 shares

    0.12% of the 13F portfolio, value $7,341,454.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 157,099 shares
    Change vs previous 13F +23,023 shares

    0.11% of the 13F portfolio, value $6,079,731.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 134,076 shares
    Change vs previous 13F +29,192 shares

    0.1% of the 13F portfolio, value $5,491,753.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 104,884 shares
    Change vs previous 13F +30,449 shares

    0.07% of the 13F portfolio, value $4,030,692.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 74,435 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,847,883.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).