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Disclosery

FIRST TRUST ADVISORS LP: WHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on WHR, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 146,904 WHR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,904 shares
    Change vs previous 13F -12,941 shares

    <0.01% of the 13F portfolio, value $5,790,959.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 159,845 shares
    Change vs previous 13F +53,797 shares

    0.01% of the 13F portfolio, value $8,618,842.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 106,048 shares
    Change vs previous 13F +27,291 shares

    0.01% of the 13F portfolio, value $7,650,302.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 78,757 shares
    Change vs previous 13F -83,820 shares

    <0.01% of the 13F portfolio, value $6,190,305.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 162,577 shares
    Change vs previous 13F -67,783 shares

    0.01% of the 13F portfolio, value $16,488,566.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 230,360 shares
    Change vs previous 13F -79,205 shares

    0.02% of the 13F portfolio, value $20,762,352.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 309,565 shares
    Change vs previous 13F +71,839 shares

    0.03% of the 13F portfolio, value $35,439,001.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 237,726 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $25,436,682.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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