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Arax Advisory Partners: WLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arax Advisory Partners on WLY, newest first. How the timeline and the estimate are built.

Arax Advisory Partners held 807 WLY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 807 shares
    Change vs previous 13F +691 shares

    <0.01% of the 13F portfolio, value $39,148.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 116 shares
    Change vs previous 13F +93 shares

    <0.01% of the 13F portfolio, value $4,420.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 23 shares
    Change vs previous 13F -1,637 shares

    <0.01% of the 13F portfolio, value $705.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 1,660 shares
    Change vs previous 13F +1,595 shares

    <0.01% of the 13F portfolio, value $67,180.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 65 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $2,901.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 21 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $936.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 138 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,032.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 138 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,659.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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