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DIVIDEND ASSETS CAPITAL, LLC: WEC position timeline

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

DIVIDEND ASSETS CAPITAL, LLC held 2,810 WEC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,810 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $328,124.

    13F-HR 0001999371-26-017653 filed by DIVIDEND ASSETS CAPITAL, 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 2,810 shares
    Change vs previous 13F +874 shares

    0.06% of the 13F portfolio, value $325,314.

    13F-HR 0001999371-26-009260 filed by DIVIDEND ASSETS CAPITAL, 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 1,936 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $204,171.

    13F-HR 0001999371-26-003138 filed by DIVIDEND ASSETS CAPITAL, 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 1,936 shares
    Change vs previous 13F -18 shares

    0.04% of the 13F portfolio, value $221,846.

    13F-HR 0001999371-25-017426 filed by DIVIDEND ASSETS CAPITAL, 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 1,954 shares
    Change vs previous 13F -43 shares

    0.04% of the 13F portfolio, value $203,607.

    13F-HR 0001999371-25-011341 filed by DIVIDEND ASSETS CAPITAL, 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 1,997 shares
    Change vs previous 13F +1,997 shares

    0.04% of the 13F portfolio, value $217,633.

    13F-HR 0001999371-25-004209 filed by DIVIDEND ASSETS CAPITAL, 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 0 shares
    Change vs previous 13F -2,228 shares

    13F-HR 0001839882-25-006045 filed by DIVIDEND ASSETS CAPITAL, 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.

  8. period ended2024-09-30
    13F 2,228 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $214,289.

    13F-HR 0001999371-24-014748 filed by DIVIDEND ASSETS CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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