LBJ Family Wealth Advisors, Ltd.: WIP position timeline

LBJ Family Wealth Advisors, Ltd. held 255,652 WIP shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 255,652 shares

   Change vs previous 13F +5,443 shares

   4.98% of the 13F portfolio, value $9,753,000.

   13F-HR 0001601622-26-000005 filed by LBJ Family Wealth Advisors, Ltd.
   Accepted 2026-10-01 20:20:10 UTC, ingested 2026-10-06 10:15:15 UTC

2. period ended2026-06-30

   13F 250,209 shares

   Change vs previous 13F +829 shares

   5.02% of the 13F portfolio, value $9,836,000.

   13F-HR 0001601622-26-000003 filed by LBJ Family Wealth Advisors, Ltd.
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 249,380 shares

   Change vs previous 13F +330 shares

   5.7% of the 13F portfolio, value $9,721,000.

   13F-HR 0001601622-26-000002 filed by LBJ Family Wealth Advisors, Ltd.
   Filed 2026-04-02 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 249,050 shares

   Change vs previous 13F +2,623 shares

   5.4% of the 13F portfolio, value $9,810,000.

   13F-HR 0001601622-26-000001 filed by LBJ Family Wealth Advisors, Ltd.
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 246,427 shares

   Change vs previous 13F +4,383 shares

   5.27% of the 13F portfolio, value $9,662,000.

   13F-HR 0001601622-25-000009 filed by LBJ Family Wealth Advisors, Ltd.
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 242,044 shares

   Change vs previous 13F +3,244 shares

   5.62% of the 13F portfolio, value $9,653,000.

   13F-HR 0001601622-25-000006 filed by LBJ Family Wealth Advisors, Ltd.
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 238,800 shares

   Change vs previous 13F -916 shares

   5.72% of the 13F portfolio, value $8,955,000.

   13F-HR 0001601622-25-000002 filed by LBJ Family Wealth Advisors, Ltd.
   Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F/A 239,716 shares

   Change vs previous 13F not available

   5.17% of the 13F portfolio, value $8,673,000.

   13F-HR/A 0001601622-25-000003 filed by LBJ Family Wealth Advisors, Ltd.
   Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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