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ALTA CAPITAL MANAGEMENT LLC/: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALTA CAPITAL MANAGEMENT LLC/ on WEC, newest first. How the timeline and the estimate are built.

ALTA CAPITAL MANAGEMENT LLC/ held 40,664 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,664 shares
    Change vs previous 13F -413 shares

    0.35% of the 13F portfolio, value $4,748,379.

    13F-HR 0001398344-26-012834 filed by ALTA CAPITAL MANAGEMENT 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 41,077 shares
    Change vs previous 13F +499 shares

    0.37% of the 13F portfolio, value $4,755,528.

    13F-HR 0001093589-26-000004 filed by ALTA CAPITAL MANAGEMENT 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 40,578 shares
    Change vs previous 13F -24 shares

    0.28% of the 13F portfolio, value $4,279,396.

    13F-HR 0001093589-26-000002 filed by ALTA CAPITAL MANAGEMENT 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 40,602 shares
    Change vs previous 13F +2,752 shares

    0.26% of the 13F portfolio, value $4,652,689.

    13F-HR 0001093589-25-000012 filed by ALTA CAPITAL MANAGEMENT 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 37,850 shares
    Change vs previous 13F -1,996 shares

    0.22% of the 13F portfolio, value $3,944,066.

    13F-HR 0001093589-25-000008 filed by ALTA CAPITAL MANAGEMENT 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 39,846 shares
    Change vs previous 13F +1,847 shares

    0.28% of the 13F portfolio, value $4,342,425.

    13F-HR 0001093589-25-000004 filed by ALTA CAPITAL MANAGEMENT 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 37,999 shares
    Change vs previous 13F +3,262 shares

    0.21% of the 13F portfolio, value $3,573,498.

    13F-HR 0001093589-25-000001 filed by ALTA CAPITAL MANAGEMENT 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 34,737 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,341,063.

    13F-HR 0001093589-24-000006 filed by ALTA CAPITAL MANAGEMENT LLC/
    Filed (acceptance time not in the bulk data set), ingested

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