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Disclosery

Northwest & Ethical Investments L.P.: WFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on WFG, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 172,629 WFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,629 shares
    Change vs previous 13F +47,660 shares

    0.27% of the 13F portfolio, value $11,672,977.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 124,969 shares
    Change vs previous 13F +94,900 shares

    0.19% of the 13F portfolio, value $8,156,983.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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/A 30,069 shares
    Change vs previous 13F +2,090 shares

    0.04% of the 13F portfolio, value $1,839,645.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 27,979 shares
    Change vs previous 13F +220 shares

    0.04% of the 13F portfolio, value $1,902,276.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    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 27,759 shares
    Change vs previous 13F -410 shares

    0.05% of the 13F portfolio, value $2,034,625.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    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 28,169 shares
    Change vs previous 13F +1,634 shares

    0.06% of the 13F portfolio, value $2,164,902.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    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 26,535 shares
    Change vs previous 13F +604 shares

    0.06% of the 13F portfolio, value $2,295,045.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    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/A 25,931 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,526,715.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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