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Disclosery

MAI Capital Management: WES position timeline

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

MAI Capital Management held 73,587 WES shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,587 shares
    Change vs previous 13F +25,923 shares

    0.01% of the 13F portfolio, value $3,220,167.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 47,664 shares
    Change vs previous 13F +2,454 shares

    0.01% of the 13F portfolio, value $1,962,314.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 45,210 shares
    Change vs previous 13F +9,600 shares

    0.01% of the 13F portfolio, value $1,785,783.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 35,610 shares
    Change vs previous 13F +1,887 shares

    0.01% of the 13F portfolio, value $1,399,105.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 33,723 shares
    Change vs previous 13F +445 shares

    0.01% of the 13F portfolio, value $1,305,068.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 33,278 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,363,067.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 33,278 shares
    Change vs previous 13F +3,400 shares

    0.01% of the 13F portfolio, value $1,278,874.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 29,878 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,143,132.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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