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Disclosery

HFR Wealth Management, LLC: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HFR Wealth Management, LLC on WEC, newest first. How the timeline and the estimate are built.

HFR Wealth Management, LLC held 100,542 WEC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,542 shares
    Change vs previous 13F -1,054 shares

    2.87% of the 13F portfolio, value $11,740,289.

    13F-HR 0001877822-26-000006 filed by HFR Wealth 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 101,596 shares
    Change vs previous 13F -1,792 shares

    2.89% of the 13F portfolio, value $11,761,747.

    13F-HR 0001877822-26-000004 filed by HFR Wealth 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 103,388 shares
    Change vs previous 13F +732 shares

    2.57% of the 13F portfolio, value $10,903,284.

    13F-HR 0001877822-26-000002 filed by HFR Wealth 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 102,656 shares
    Change vs previous 13F +799 shares

    2.7% of the 13F portfolio, value $11,763,351.

    13F-HR 0001877822-25-000011 filed by HFR Wealth 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 101,857 shares
    Change vs previous 13F +1,220 shares

    2.56% of the 13F portfolio, value $10,613,499.

    13F-HR 0001877822-25-000006 filed by HFR Wealth 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 100,637 shares
    Change vs previous 13F +284 shares

    2.67% of the 13F portfolio, value $10,967,420.

    13F-HR 0001877822-25-000004 filed by HFR Wealth 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 100,353 shares
    Change vs previous 13F +411 shares

    2.33% of the 13F portfolio, value $9,437,196.

    13F-HR 0001877822-25-000002 filed by HFR Wealth 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 99,942 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $9,612,422.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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