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Disclosery

&PARTNERS: WSO position timeline

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

&PARTNERS held 12,801 WSO 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 12,801 shares
    Change vs previous 13F -611 shares

    0.02% of the 13F portfolio, value $5,317,162.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 13,412 shares
    Change vs previous 13F +1,703 shares

    0.02% of the 13F portfolio, value $4,893,144.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 11,709 shares
    Change vs previous 13F -1,150 shares

    0.02% of the 13F portfolio, value $3,945,056.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 12,859 shares
    Change vs previous 13F +1,410 shares

    0.03% of the 13F portfolio, value $5,194,785.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 11,449 shares
    Change vs previous 13F +1,501 shares

    0.04% of the 13F portfolio, value $5,052,808.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 9,948 shares
    Change vs previous 13F +532 shares

    0.05% of the 13F portfolio, value $4,981,924.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 9,416 shares
    Change vs previous 13F +4,637 shares

    0.05% of the 13F portfolio, value $4,482,256.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 4,779 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,349,613.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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