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River Road Asset Management, LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of River Road Asset Management, LLC on WSO, newest first. How the timeline and the estimate are built.

River Road Asset Management, LLC held 12,034 WSO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,034 shares
    Change vs previous 13F -3,871 shares

    0.06% of the 13F portfolio, value $5,014,929.

    13F-HR 0001341401-26-000018 filed by River Road Asset Management, 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 15,905 shares
    Change vs previous 13F -1,002 shares

    0.07% of the 13F portfolio, value $5,786,080.

    13F-HR 0001341401-26-000012 filed by River Road Asset Management, 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 16,907 shares
    Change vs previous 13F +8,076 shares

    0.06% of the 13F portfolio, value $5,696,814.

    13F-HR 0001341401-26-000004 filed by River Road Asset Management, 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 8,831 shares
    Change vs previous 13F +3,387 shares

    0.04% of the 13F portfolio, value $3,570,373.

    13F-HR 0001341401-25-000037 filed by River Road Asset Management, 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 5,444 shares
    Change vs previous 13F +83 shares

    0.03% of the 13F portfolio, value $2,454,591.

    13F-HR 0001341401-25-000034 filed by River Road Asset Management, 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 5,361 shares
    Change vs previous 13F -448 shares

    0.04% of the 13F portfolio, value $2,724,996.

    13F-HR 0001341401-25-000027 filed by River Road Asset Management, 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 5,809 shares
    Change vs previous 13F -8,004 shares

    0.04% of the 13F portfolio, value $2,752,827.

    13F-HR 0001341401-25-000017 filed by River Road Asset Management, 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 13,813 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,794,338.

    13F-HR 0001341401-24-000034 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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