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Disclosery

Invesco Ltd.: WFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invesco Ltd. on WFG, newest first. How the timeline and the estimate are built.

Invesco Ltd. held 240,903 WFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,903 shares
    Change vs previous 13F -29,510 shares

    <0.01% of the 13F portfolio, value $16,306,724.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 270,413 shares
    Change vs previous 13F +161,228 shares

    <0.01% of the 13F portfolio, value $17,655,266.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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/A 109,185 shares
    Change vs previous 13F +3,352 shares

    <0.01% of the 13F portfolio, value $6,672,295.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 105,833 shares
    Change vs previous 13F -9,017 shares

    <0.01% of the 13F portfolio, value $7,194,526.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 114,850 shares
    Change vs previous 13F +2,419 shares

    <0.01% of the 13F portfolio, value $8,418,505.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 112,431 shares
    Change vs previous 13F +34,599 shares

    <0.01% of the 13F portfolio, value $8,650,443.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 77,832 shares
    Change vs previous 13F -18,958 shares

    <0.01% of the 13F portfolio, value $6,736,359.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 96,790 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,423,475.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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