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Motley Fool Asset Management LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Motley Fool Asset Management LLC on WSO, newest first. How the timeline and the estimate are built.

Motley Fool Asset Management LLC held 33,809 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,809 shares
    Change vs previous 13F -14,549 shares

    0.54% of the 13F portfolio, value $14,089,225.

    13F-HR 0001104659-26-091882 filed by Motley Fool Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Motley Fool Asset Management LLC: 33,809 shares
    • Motley Fool Wealth Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 48,358 shares
    Change vs previous 13F -6,221 shares

    0.55% of the 13F portfolio, value $17,592,308.

    13F-HR 0001104659-26-059230 filed by Motley Fool Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Motley Fool Asset Management LLC: 35,366 shares
    • Motley Fool Wealth Management, LLC: 12,992 shares

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

  3. period ended2025-12-31
    13F 54,579 shares
    Change vs previous 13F -4,434 shares

    0.48% of the 13F portfolio, value $18,390,379.

    13F-HR 0001104659-26-013232 filed by Motley Fool Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Motley Fool Asset Management LLC: 36,786 shares
    • Motley Fool Wealth Management, LLC: 17,793 shares

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

  4. period ended2025-09-30
    13F 59,013 shares
    Change vs previous 13F -3,991 shares

    0.61% of the 13F portfolio, value $23,859,094.

    13F-HR 0001104659-25-112150 filed by Motley Fool Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Motley Fool Asset Management LLC: 38,360 shares
    • Motley Fool Wealth Management, LLC: 20,653 shares

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

  5. period ended2025-06-30
    13F 63,004 shares
    Change vs previous 13F -7,971 shares

    0.73% of the 13F portfolio, value $27,824,348.

    13F-HR 0001104659-25-073085 filed by Motley Fool Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Motley Fool Asset Management LLC: 39,893 shares
    • Motley Fool Wealth Management, LLC: 23,111 shares

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

  6. period ended2025-03-31
    13F 70,975 shares
    Change vs previous 13F -12,167 shares

    1.04% of the 13F portfolio, value $36,076,875.

    13F-HR 0001104659-25-047275 filed by Motley Fool Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Motley Fool Asset Management LLC: 45,175 shares
    • Motley Fool Wealth Management, LLC: 25,800 shares

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

  7. period ended2024-12-31
    13F 83,142 shares
    Change vs previous 13F -971 shares

    1.02% of the 13F portfolio, value $39,419,873.

    13F-HR 0001104659-25-012265 filed by Motley Fool Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Motley Fool Asset Management LLC: 53,206 shares
    • Motley Fool Wealth Management, LLC: 29,936 shares

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

  8. period ended2024-09-30
    13F 84,113 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $41,574,422.

    13F-HR 0001104659-24-118682 filed by Motley Fool Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Motley Fool Asset Management LLC: 52,528 shares
    • Motley Fool Wealth Management, LLC: 31,585 shares

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