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WCM INVESTMENT MANAGEMENT, LLC: WSO position timeline

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

WCM INVESTMENT MANAGEMENT, LLC held 3,184 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,184 shares
    Change vs previous 13F -1,166 shares

    <0.01% of the 13F portfolio, value $1,307,350.

    13F-HR 0001062993-26-004287 filed by WCM INVESTMENT 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 4,350 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $1,517,759.

    13F-HR 0001062993-26-002395 filed by WCM INVESTMENT 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 4,250 shares
    Change vs previous 13F -3,276 shares

    <0.01% of the 13F portfolio, value $1,457,963.

    13F-HR 0001062993-26-000695 filed by WCM INVESTMENT 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 7,526 shares
    Change vs previous 13F +1,117 shares

    0.01% of the 13F portfolio, value $3,007,164.

    13F-HR 0001062993-25-016445 filed by WCM INVESTMENT 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 6,409 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $2,797,529.

    13F-HR 0001062993-25-013207 filed by WCM INVESTMENT 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 6,398 shares
    Change vs previous 13F +207 shares

    0.01% of the 13F portfolio, value $3,211,028.

    13F-HR 0001062993-25-008104 filed by WCM INVESTMENT 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/A 6,191 shares
    Change vs previous 13F -406 shares

    0.01% of the 13F portfolio, value $2,939,425.

    13F-HR/A 0001062993-25-002077 filed by WCM INVESTMENT 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 6,597 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,271,980.

    13F-HR 0001062993-24-018248 filed by WCM INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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