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Recurrent Investment Advisors LLC: WLK position timeline

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

Recurrent Investment Advisors LLC held 128,771 WLK 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 128,771 shares
    Change vs previous 13F +15,981 shares

    0.58% of the 13F portfolio, value $9,400,283.

    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 112,790 shares
    Change vs previous 13F +37,157 shares

    0.79% of the 13F portfolio, value $13,176,127.

    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 75,633 shares
    Change vs previous 13F +57,527 shares

    0.41% of the 13F portfolio, value $5,592,304.

    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 18,106 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $1,395,248.

    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 18,104 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $1,374,637.

    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 18,098 shares
    Change vs previous 13F +2,980 shares

    0.15% of the 13F portfolio, value $1,810,343.

    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 15,118 shares
    Change vs previous 13F +5,877 shares

    0.16% of the 13F portfolio, value $1,733,279.

    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 9,241 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,388,830.

    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).