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Disclosery

Castellan Group: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castellan Group on WEC, newest first. How the timeline and the estimate are built.

Castellan Group held 41,625 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 41,625 shares
    Change vs previous 13F +2,686 shares

    0.53% of the 13F portfolio, value $4,860,551.

    13F-HR 0001832521-26-000003 filed by Castellan Group
    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 38,939 shares
    Change vs previous 13F +3,790 shares

    0.62% of the 13F portfolio, value $4,507,968.

    13F-HR 0001832521-26-000002 filed by Castellan Group
    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 35,149 shares
    Change vs previous 13F +1,593 shares

    0.47% of the 13F portfolio, value $3,706,814.

    13F-HR 0001832521-26-000001 filed by Castellan Group
    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 33,556 shares
    Change vs previous 13F +1,122 shares

    0.56% of the 13F portfolio, value $3,845,182.

    13F-HR 0001832521-25-000008 filed by Castellan Group
    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/A 32,434 shares
    Change vs previous 13F +1,907 shares

    0.62% of the 13F portfolio, value $3,379,623.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    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 30,527 shares
    Change vs previous 13F -7,933 shares

    0.93% of the 13F portfolio, value $3,326,832.

    13F-HR 0001832521-25-000004 filed by Castellan Group
    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 38,460 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,616,778.

    13F-HR 0001832521-25-000002 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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