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Disclosery

Parkside Financial Bank & Trust: WES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parkside Financial Bank & Trust on WES, newest first. How the timeline and the estimate are built.

Parkside Financial Bank & Trust held 65,520 WES shares at 2026-06-30 per its 13F-HR filed 2026-09-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,520 shares
    Change vs previous 13F +82 shares

    0.2% of the 13F portfolio, value $2,867,143.

    13F-HR 0001398344-26-016613 filed by Parkside Financial Bank & Trust
    Accepted , ingested

  2. period ended2026-03-31
    13F 65,438 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $2,694,097.

    13F-HR 0001398344-26-009088 filed by Parkside Financial Bank & Trust
    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 65,438 shares
    Change vs previous 13F +13,223 shares

    0.19% of the 13F portfolio, value $2,584,793.

    13F-HR 0001398344-26-003149 filed by Parkside Financial Bank & Trust
    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 52,215 shares
    Change vs previous 13F -12,952 shares

    0.16% of the 13F portfolio, value $2,051,528.

    13F-HR 0001455267-25-000009 filed by Parkside Financial Bank & Trust
    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 65,167 shares
    Change vs previous 13F +1,043 shares

    0.27% of the 13F portfolio, value $2,521,973.

    13F-HR 0001398344-25-014655 filed by Parkside Financial Bank & Trust
    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 64,124 shares
    Change vs previous 13F +25,004 shares

    0.33% of the 13F portfolio, value $2,626,505.

    13F-HR 0001398344-25-008964 filed by Parkside Financial Bank & Trust
    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 39,120 shares
    Change vs previous 13F -263 shares

    0.2% of the 13F portfolio, value $1,503,396.

    13F-HR 0001398344-25-001964 filed by Parkside Financial Bank & Trust
    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 39,383 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,506,794.

    13F-HR 0001398344-24-020179 filed by Parkside Financial Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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