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Disclosery

MOTCO: WEC position timeline

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

MOTCO held 43,135 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,135 shares
    Change vs previous 13F -1,018 shares

    0.43% of the 13F portfolio, value $5,036,874.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 44,153 shares
    Change vs previous 13F -42 shares

    0.47% of the 13F portfolio, value $5,111,592.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 44,195 shares
    Change vs previous 13F -1,326 shares

    0.42% of the 13F portfolio, value $4,660,804.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 45,521 shares
    Change vs previous 13F -781 shares

    0.48% of the 13F portfolio, value $5,216,252.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 46,302 shares
    Change vs previous 13F -1,471 shares

    0.48% of the 13F portfolio, value $5,050,623.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 47,773 shares
    Change vs previous 13F -6,414 shares

    0.55% of the 13F portfolio, value $5,206,302.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 54,187 shares
    Change vs previous 13F -678 shares

    0.52% of the 13F portfolio, value $5,095,745.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 54,865 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,276,916.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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