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HARVEY INVESTMENT CO LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARVEY INVESTMENT CO LLC on WSO, newest first. How the timeline and the estimate are built.

HARVEY INVESTMENT CO LLC held 1,885 WSO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,885 shares
    Change vs previous 13F +100 shares

    0.09% of the 13F portfolio, value $786,000.

    13F-HR 0001162781-26-000003 filed by HARVEY INVESTMENT CO 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 1,785 shares
    Change vs previous 13F -205 shares

    0.07% of the 13F portfolio, value $649,000.

    13F-HR 0001162781-26-000002 filed by HARVEY INVESTMENT CO 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 1,990 shares
    Change vs previous 13F -975 shares

    0.07% of the 13F portfolio, value $671,000.

    13F-HR 0001162781-26-000001 filed by HARVEY INVESTMENT CO 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 2,965 shares
    Change vs previous 13F +220 shares

    0.13% of the 13F portfolio, value $1,199,000.

    13F-HR 0001162781-25-000015 filed by HARVEY INVESTMENT CO 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 2,745 shares
    Change vs previous 13F +30 shares

    0.13% of the 13F portfolio, value $1,212,000.

    13F-HR 0001162781-25-000005 filed by HARVEY INVESTMENT CO 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 2,715 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,380,000.

    13F-HR 0001162781-25-000002 filed by HARVEY INVESTMENT CO 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 2,715 shares
    Change vs previous 13F +30 shares

    0.15% of the 13F portfolio, value $1,287,000.

    13F-HR 0001162781-25-000001 filed by HARVEY INVESTMENT CO 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 2,685 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,321,000.

    13F-HR 0001162781-24-000006 filed by HARVEY INVESTMENT CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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