Bollard Group LLC: WES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bollard Group LLC on WES, newest first. How the timeline and the estimate are built.
Bollard Group LLC held 16,219 WES shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 16,219 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $710,000.
13F-HR 0000929638-26-003007 filed by Bollard Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,219 sharesChange vs previous 13F +338 shares
0.02% of the 13F portfolio, value $668,000.
13F-HR 0000929638-26-001858 filed by Bollard Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,881 sharesChange vs previous 13F +364 shares
0.02% of the 13F portfolio, value $627,000.
13F-HR 0000929638-26-000624 filed by Bollard Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,517 sharesChange vs previous 13F +359 shares
0.02% of the 13F portfolio, value $610,000.
13F-HR 0000929638-25-004264 filed by Bollard Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,158 sharesChange vs previous 13F +1,049 shares
0.01% of the 13F portfolio, value $587,000.
13F-HR 0000929638-25-003004 filed by Bollard Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,109 sharesChange vs previous 13F +301 shares
0.02% of the 13F portfolio, value $578,000.
13F-HR 0000929638-25-001883 filed by Bollard Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,808 sharesChange vs previous 13F +319 shares
0.01% of the 13F portfolio, value $531,000.
13F-HR 0000929638-25-000729 filed by Bollard Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,489 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $516,000.
13F-HR 0000929638-24-003845 filed by Bollard Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).