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Ulland Investment Advisors, LLC: WES position timeline

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

Ulland Investment Advisors, LLC held 15,000 WES shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,000 shares
    Change vs previous 13F +350 shares

    0.47% of the 13F portfolio, value $666,000.

    13F-HR 0001911497-26-000005 filed by Ulland Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,650 shares
    Change vs previous 13F +2,650 shares

    0.47% of the 13F portfolio, value $641,000.

    13F-HR 0001911497-26-000004 filed by Ulland 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 ended2026-03-31
    13F 12,000 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $494,000.

    13F-HR 0001911497-26-000002 filed by Ulland Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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