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Mutual Advisors, LLC: WES position timeline

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

Mutual Advisors, LLC held 20,253 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 20,253 shares
    Change vs previous 13F +218 shares

    0.02% of the 13F portfolio, value $886,257.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 20,035 shares
    Change vs previous 13F +4,582 shares

    0.02% of the 13F portfolio, value $824,859.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 15,453 shares
    Change vs previous 13F +292 shares

    0.01% of the 13F portfolio, value $610,375.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 15,161 shares
    Change vs previous 13F +5,368 shares

    0.01% of the 13F portfolio, value $590,510.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 9,793 shares
    Change vs previous 13F +3,633 shares

    0.01% of the 13F portfolio, value $399,167.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 6,160 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $239,118.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 6,060 shares
    Change vs previous 13F +577 shares

    0.01% of the 13F portfolio, value $246,638.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 5,483 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,813.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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