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ALPS ADVISORS INC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPS ADVISORS INC on WSO, newest first. How the timeline and the estimate are built.

ALPS ADVISORS INC held 71,021 WSO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,021 shares
    Change vs previous 13F -446 shares

    0.14% of the 13F portfolio, value $29,596,581.

    13F-HR 0001398344-26-013014 filed by ALPS ADVISORS INC
    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 71,467 shares
    Change vs previous 13F +695 shares

    0.12% of the 13F portfolio, value $25,998,980.

    13F-HR 0001398344-26-008816 filed by ALPS ADVISORS INC
    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 70,772 shares
    Change vs previous 13F +70,772 shares

    0.14% of the 13F portfolio, value $23,846,625.

    13F-HR 0001398344-26-002827 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001398344-24-020485 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.