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GW&K Investment Management, LLC: LOPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW&K Investment Management, LLC on LOPE, newest first. How the timeline and the estimate are built.

GW&K Investment Management, LLC held 616,654 LOPE 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 616,654 shares
    Change vs previous 13F -107,071 shares

    0.69% of the 13F portfolio, value $88,250,000.

    13F-HR 0001082917-26-000003 filed by GW&K Investment Management, 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 723,725 shares
    Change vs previous 13F -12,799 shares

    1.08% of the 13F portfolio, value $123,056,000.

    13F-HR 0001082917-26-000002 filed by GW&K Investment Management, 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 736,524 shares
    Change vs previous 13F +99,320 shares

    1.06% of the 13F portfolio, value $122,493,000.

    13F-HR 0001082917-26-000001 filed by GW&K Investment Management, 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 637,204 shares
    Change vs previous 13F -55,173 shares

    1.24% of the 13F portfolio, value $139,880,000.

    13F-HR 0001082917-25-000007 filed by GW&K Investment Management, 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 692,377 shares
    Change vs previous 13F +50,941 shares

    1.17% of the 13F portfolio, value $130,860,000.

    13F-HR 0001082917-25-000004 filed by GW&K Investment Management, 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 641,436 shares
    Change vs previous 13F -11,246 shares

    1.03% of the 13F portfolio, value $110,982,000.

    13F-HR 0001082917-25-000003 filed by GW&K Investment Management, 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 652,682 shares
    Change vs previous 13F -5,065 shares

    0.91% of the 13F portfolio, value $106,909,000.

    13F-HR 0001082917-25-000001 filed by GW&K Investment Management, 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 657,747 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $93,301,000.

    13F-HR 0001082917-24-000006 filed by GW&K Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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