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Disclosery

DAVENPORT & Co LLC: WEC position timeline

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

DAVENPORT & Co LLC held 96,430 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,430 shares
    Change vs previous 13F +12,773 shares

    0.06% of the 13F portfolio, value $11,260,148.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 83,657 shares
    Change vs previous 13F +29,893 shares

    0.05% of the 13F portfolio, value $9,684,994.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 53,764 shares
    Change vs previous 13F +4,817 shares

    0.03% of the 13F portfolio, value $5,669,939.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 48,947 shares
    Change vs previous 13F +1,476 shares

    0.03% of the 13F portfolio, value $5,608,763.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 47,471 shares
    Change vs previous 13F +11,761 shares

    0.03% of the 13F portfolio, value $4,946,399.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 35,710 shares
    Change vs previous 13F +12,665 shares

    0.02% of the 13F portfolio, value $3,891,527.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 23,045 shares
    Change vs previous 13F +1,064 shares

    0.01% of the 13F portfolio, value $2,167,211.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 21,981 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,113,999.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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