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Invesco Ltd.: WLY position timeline

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

Invesco Ltd. held 545,369 WLY 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 545,369 shares
    Change vs previous 13F -271,116 shares

    <0.01% of the 13F portfolio, value $26,455,849.

    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 816,485 shares
    Change vs previous 13F +180,434 shares

    <0.01% of the 13F portfolio, value $31,108,080.

    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 636,051 shares
    Change vs previous 13F +44,493 shares

    <0.01% of the 13F portfolio, value $19,482,242.

    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 591,558 shares
    Change vs previous 13F -3,257 shares

    <0.01% of the 13F portfolio, value $23,940,351.

    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 594,815 shares
    Change vs previous 13F +391,428 shares

    <0.01% of the 13F portfolio, value $26,546,593.

    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 203,387 shares
    Change vs previous 13F -461,003 shares

    <0.01% of the 13F portfolio, value $9,062,926.

    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 664,390 shares
    Change vs previous 13F +30,389 shares

    0.01% of the 13F portfolio, value $29,040,487.

    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 634,001 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,590,549.

    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).