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Alley Investment Management Company, LLC: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alley Investment Management Company, LLC on WEC, newest first. How the timeline and the estimate are built.

Alley Investment Management Company, LLC held 65,316 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,316 shares
    Change vs previous 13F -3,472 shares

    0.89% of the 13F portfolio, value $7,626,949.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, LLC
    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 68,788 shares
    Change vs previous 13F +9,583 shares

    0.97% of the 13F portfolio, value $7,963,587.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, LLC
    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 59,205 shares
    Change vs previous 13F -314 shares

    0.73% of the 13F portfolio, value $6,243,759.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, LLC
    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 59,519 shares
    Change vs previous 13F +15,926 shares

    0.79% of the 13F portfolio, value $6,820,282.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, LLC
    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 43,593 shares
    Change vs previous 13F +744 shares

    0.55% of the 13F portfolio, value $4,542,391.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, LLC
    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 42,849 shares
    Change vs previous 13F +364 shares

    0.59% of the 13F portfolio, value $4,669,684.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, LLC
    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 42,485 shares
    Change vs previous 13F +1,241 shares

    0.51% of the 13F portfolio, value $3,995,289.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, LLC
    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 41,244 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,966,848.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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