Skip to content
Disclosery

Blueshift Asset Management, LLC: WLY position timeline

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

Blueshift Asset Management, LLC held 9,568 WLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,568 shares
    Change vs previous 13F -4,013 shares

    0.11% of the 13F portfolio, value $464,144.

    13F-HR 0001727827-26-000005 filed by Blueshift Asset 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 13,581 shares
    Change vs previous 13F +13,581 shares

    0.16% of the 13F portfolio, value $517,436.

    13F-HR 0001727827-26-000004 filed by Blueshift Asset 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 0 shares
    Change vs previous 13F -16,429 shares

    13F-HR 0001727827-26-000002 filed by Blueshift Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 16,429 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $664,882.

    13F-HR 0001727827-25-000011 filed by Blueshift Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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