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Wedmont Private Capital: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on WEC, newest first. How the timeline and the estimate are built.

Wedmont Private Capital held 4,742 WEC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,742 shares
    Change vs previous 13F +831 shares

    0.01% of the 13F portfolio, value $491,274.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,911 shares
    Change vs previous 13F +591 shares

    0.01% of the 13F portfolio, value $449,559.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 3,320 shares
    Change vs previous 13F -140 shares

    0.01% of the 13F portfolio, value $389,319.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,460 shares
    Change vs previous 13F -269 shares

    0.01% of the 13F portfolio, value $363,393.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,729 shares
    Change vs previous 13F +520 shares

    0.02% of the 13F portfolio, value $429,531.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,209 shares
    Change vs previous 13F +757 shares

    0.01% of the 13F portfolio, value $334,397.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $262,220.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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