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Disclosery

Swiss Life Asset Management Ltd: WFG position timeline

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

Swiss Life Asset Management Ltd held 11,930 WFG 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 11,930 shares
    Change vs previous 13F +331 shares

    <0.01% of the 13F portfolio, value $805,791.

    13F-HR 0001172661-26-002910 filed by Swiss Life Asset Management 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 11,599 shares
    Change vs previous 13F -8,966 shares

    <0.01% of the 13F portfolio, value $756,683.

    13F-HR 0001172661-26-001895 filed by Swiss Life Asset Management 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 20,565 shares
    Change vs previous 13F -3,409 shares

    0.01% of the 13F portfolio, value $1,256,382.

    13F-HR 0001172661-26-000461 filed by Swiss Life Asset Management 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 23,974 shares
    Change vs previous 13F -6,411 shares

    0.01% of the 13F portfolio, value $1,631,038.

    13F-HR 0001172661-25-005239 filed by Swiss Life Asset Management 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 30,385 shares
    Change vs previous 13F +5,133 shares

    0.01% of the 13F portfolio, value $2,227,348.

    13F-HR 0001172661-25-005235 filed by Swiss Life Asset Management 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 25,252 shares
    Change vs previous 13F +1,645 shares

    0.01% of the 13F portfolio, value $1,940,747.

    13F-HR 0001172661-25-005234 filed by Swiss Life Asset Management 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 23,607 shares
    Change vs previous 13F +5,681 shares

    0.02% of the 13F portfolio, value $2,042,817.

    13F-HR 0001172661-25-005245 filed by Swiss Life Asset Management 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 17,926 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,746,600.

    13F-HR 0001172661-25-005246 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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