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Gladwyn Financial Advisors, Inc.: WEC position timeline

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

Gladwyn Financial Advisors, Inc. held 1,929 WEC shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,929 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $194,445.

    13F-HR 0002078684-26-000004 filed by Gladwyn Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,929 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $225,296.

    13F-HR 0002078684-26-000003 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,929 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $223,366.

    13F-HR 0002078684-26-000002 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,929 shares
    Change vs previous 13F +250 shares

    0.14% of the 13F portfolio, value $203,474.

    13F-HR 0002078684-26-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,679 shares
    Change vs previous 13F +13 shares

    0.14% of the 13F portfolio, value $192,442.

    13F-HR 0002078684-25-000003 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,666 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $173,545.

    13F-HR 0002078684-25-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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