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Disclosery

Plan Group Financial, LLC: WES position timeline

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

Plan Group Financial, LLC held 20,350 WES shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,350 shares
    Change vs previous 13F +2,220 shares

    0.18% of the 13F portfolio, value $890,516.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 18,130 shares
    Change vs previous 13F +7,630 shares

    0.18% of the 13F portfolio, value $746,412.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 10,500 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $414,750.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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