Advisors Asset Management, Inc.: WLK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on WLK, newest first. How the timeline and the estimate are built.
Advisors Asset Management, Inc. held 1,949 WLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,949 sharesChange vs previous 13F -3,698 shares
<0.01% of the 13F portfolio, value $142,277.
13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,647 sharesChange vs previous 13F -400 shares
0.01% of the 13F portfolio, value $659,683.
13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 6,047 sharesChange vs previous 13F -1,574 shares
0.01% of the 13F portfolio, value $447,115.
13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 7,621 sharesChange vs previous 13F -26 shares
0.01% of the 13F portfolio, value $587,274.
13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 7,647 sharesChange vs previous 13F +25 shares
0.01% of the 13F portfolio, value $580,637.
13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 7,622 sharesChange vs previous 13F +416 shares
0.01% of the 13F portfolio, value $762,429.
13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 7,206 sharesChange vs previous 13F -344 shares
0.02% of the 13F portfolio, value $826,168.
13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 7,550 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,134,690.
13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).