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Disclosery

Ellsworth Advisors, LLC: WES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellsworth Advisors, LLC on WES, newest first. How the timeline and the estimate are built.

Ellsworth Advisors, LLC held 172,429 WES shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,429 shares
    Change vs previous 13F +6,123 shares

    1.29% of the 13F portfolio, value $7,823,113.

    13F-HR 0001843553-26-000004 filed by Ellsworth Advisors, 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 166,306 shares
    Change vs previous 13F +10,363 shares

    1.29% of the 13F portfolio, value $6,846,798.

    13F-HR 0001843553-26-000003 filed by Ellsworth Advisors, 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 155,943 shares
    Change vs previous 13F +12,991 shares

    1.28% of the 13F portfolio, value $6,498,128.

    13F-HR 0001843553-26-000001 filed by Ellsworth Advisors, 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 142,952 shares
    Change vs previous 13F +8,378 shares

    1.15% of the 13F portfolio, value $5,392,137.

    13F-HR 0001843553-25-000008 filed by Ellsworth Advisors, 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 134,574 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $5,207,996.

    13F-HR 0001843553-25-000007 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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