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Disclosery

Fiduciary Group, LLC: WES position timeline

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

Fiduciary Group, LLC held 11,420 WES shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,420 shares
    Change vs previous 13F +1,000 shares

    0.04% of the 13F portfolio, value $499,739.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 10,420 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $428,991.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 10,420 shares
    Change vs previous 13F +700 shares

    0.03% of the 13F portfolio, value $411,590.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 9,720 shares
    Change vs previous 13F +650 shares

    0.03% of the 13F portfolio, value $381,899.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 9,070 shares
    Change vs previous 13F +4,000 shares

    0.03% of the 13F portfolio, value $351,009.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 5,070 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $207,667.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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