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HEARTLAND ADVISORS INC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEARTLAND ADVISORS INC on WSO, newest first. How the timeline and the estimate are built.

HEARTLAND ADVISORS INC held 49,860 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,860 shares
    Change vs previous 13F -1,733 shares

    0.93% of the 13F portfolio, value $20,778,158.

    13F-HR 0000892712-26-000340 filed by HEARTLAND ADVISORS INC
    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 51,593 shares
    Change vs previous 13F +6,442 shares

    0.96% of the 13F portfolio, value $18,769,017.

    13F-HR 0000892712-26-000226 filed by HEARTLAND 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 ended2025-12-31
    13F 45,151 shares
    Change vs previous 13F +8,321 shares

    0.82% of the 13F portfolio, value $15,213,629.

    13F-HR 0000892712-26-000080 filed by HEARTLAND 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 ended2025-09-30
    13F 36,830 shares
    Change vs previous 13F +12,596 shares

    0.79% of the 13F portfolio, value $14,890,369.

    13F-HR 0000892712-25-000143 filed by HEARTLAND 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 ended2025-06-30
    13F 24,234 shares
    Change vs previous 13F +4,673 shares

    0.6% of the 13F portfolio, value $10,702,219.

    13F-HR 0000892712-25-000090 filed by HEARTLAND 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 ended2025-03-31
    13F 19,561 shares
    Change vs previous 13F -6,714 shares

    0.57% of the 13F portfolio, value $9,942,856.

    13F-HR 0000892712-25-000061 filed by HEARTLAND ADVISORS INC
    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 26,275 shares
    Change vs previous 13F -5,594 shares

    0.68% of the 13F portfolio, value $12,451,460.

    13F-HR 0000892712-25-000032 filed by HEARTLAND ADVISORS INC
    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 31,869 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $15,675,724.

    13F-HR 0000892712-24-000127 filed by HEARTLAND ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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