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Disclosery

Lindbrook Capital, LLC: WES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lindbrook Capital, LLC on WES, newest first. How the timeline and the estimate are built.

Lindbrook Capital, LLC held 10,621 WES shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 10,621 shares
    Change vs previous 13F -17,761 shares

    0.04% of the 13F portfolio, value $435,036.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 28,382 shares
    Change vs previous 13F -3,633 shares

    0.1% of the 13F portfolio, value $1,090,720.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 32,015 shares
    Change vs previous 13F -7,141 shares

    0.11% of the 13F portfolio, value $1,224,894.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 39,156 shares
    Change vs previous 13F +1,739 shares

    0.15% of the 13F portfolio, value $1,555,668.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 37,417 shares
    Change vs previous 13F -433 shares

    0.12% of the 13F portfolio, value $1,330,174.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 37,850 shares
    Change vs previous 13F +5,159 shares

    0.11% of the 13F portfolio, value $1,107,491.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 32,691 shares
    Change vs previous 13F +3,744 shares

    0.1% of the 13F portfolio, value $890,176.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 28,947 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $767,674.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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