SageGuard Financial Group, LLC: WES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageGuard Financial Group, LLC on WES, newest first. How the timeline and the estimate are built.
SageGuard Financial Group, LLC held 44,477 WES shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 44,477 sharesChange vs previous 13F +133 shares
0.27% of the 13F portfolio, value $1,946,293.
13F-HR 0002085853-26-000869 filed by SageGuard Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44,344 sharesChange vs previous 13F -655 shares
0.28% of the 13F portfolio, value $1,825,645.
13F-HR 0002085853-26-000465 filed by SageGuard Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,999 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $1,777,471.
13F-HR 0002085853-26-000111 filed by SageGuard Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).