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Disclosery

ADVISORY RESEARCH INC: WAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on WAL, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 26,098 WAL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,098 shares
    Change vs previous 13F -65 shares

    0.21% of the 13F portfolio, value $2,145,256.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH 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 26,163 shares
    Change vs previous 13F -642 shares

    0.23% of the 13F portfolio, value $1,853,649.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH 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 26,805 shares
    Change vs previous 13F -19,855 shares

    0.28% of the 13F portfolio, value $2,253,496.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH 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 46,660 shares
    Change vs previous 13F +1,830 shares

    0.53% of the 13F portfolio, value $4,046,320.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH 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 44,830 shares
    Change vs previous 13F -18,679 shares

    0.54% of the 13F portfolio, value $3,495,812.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH 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 63,509 shares
    Change vs previous 13F -88,520 shares

    0.86% of the 13F portfolio, value $4,879,366.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH 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 152,029 shares
    Change vs previous 13F +52,440 shares

    2.11% of the 13F portfolio, value $12,700,474.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH 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 99,589 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $8,613,453.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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