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Disclosery

NorthRock Partners, LLC: WLY position timeline

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

NorthRock Partners, LLC held 0 WLY shares at 2025-03-31 per its 13F-HR filed 2025-05-08.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -19,745 shares

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F/A 19,745 shares
    Change vs previous 13F -11,605 shares

    0.03% of the 13F portfolio, value $863,066.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 31,350 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,512,638.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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