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Disclosery

PFG Investments, LLC: WES position timeline

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

PFG Investments, LLC held 29,201 WES shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,201 shares
    Change vs previous 13F -2,909 shares

    0.05% of the 13F portfolio, value $1,277,856.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 32,110 shares
    Change vs previous 13F +5,153 shares

    0.06% of the 13F portfolio, value $1,321,966.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 26,957 shares
    Change vs previous 13F -15,898 shares

    0.05% of the 13F portfolio, value $1,064,785.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 42,855 shares
    Change vs previous 13F +2,561 shares

    0.09% of the 13F portfolio, value $1,683,760.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 40,294 shares
    Change vs previous 13F +931 shares

    0.09% of the 13F portfolio, value $1,559,379.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 39,363 shares
    Change vs previous 13F +5,939 shares

    0.1% of the 13F portfolio, value $1,612,315.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 33,424 shares
    Change vs previous 13F +540 shares

    0.08% of the 13F portfolio, value $1,284,481.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 32,884 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,258,132.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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