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Recurrent Investment Advisors LLC: WES position timeline

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

Recurrent Investment Advisors LLC held 1,133,291 WES 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 1,133,291 shares
    Change vs previous 13F -1,467 shares

    3.08% of the 13F portfolio, value $49,592,814.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors 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 1,134,758 shares
    Change vs previous 13F -203,896 shares

    2.81% of the 13F portfolio, value $46,717,987.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors 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 1,338,654 shares
    Change vs previous 13F -19,043 shares

    3.91% of the 13F portfolio, value $52,876,833.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors 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 1,357,697 shares
    Change vs previous 13F -683 shares

    4.09% of the 13F portfolio, value $53,343,915.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment Advisors 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 1,358,380 shares
    Change vs previous 13F +750 shares

    4.25% of the 13F portfolio, value $52,569,306.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors 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 1,357,630 shares
    Change vs previous 13F -40,150 shares

    4.71% of the 13F portfolio, value $55,608,525.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors 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 1,397,780 shares
    Change vs previous 13F +640 shares

    4.93% of the 13F portfolio, value $53,716,685.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors 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 1,397,140 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $53,454,576.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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