Position in WFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,306,720
-$1,348,540 QoQ
Shares Held
240,903
-10.9% QoQ
Ownership
0.308%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 167 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026Invesco Ltd. holds $75,932,759 across 4 Lumber & Wood Production names. WFG ranks #3 (21.5% of the industry book) .
All Filings in WFG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,306,720 | 240,903 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $17,655,260 | 270,413 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,672,291 | 109,185 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $7,194,524 | 105,833 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,418,501 | 114,850 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,650,436 | 112,431 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,736,356 | 77,832 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,423,471 | 96,790 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,804,147 | 114,533 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,336,606 | 84,885 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,425,858 | 86,771 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,223,493 | 85,794 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,759,488 | 78,617 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,560,773 | 92,094 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,814,558 | 94,267 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,338,304 | 101,232 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,620,008 | 164,473 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $16,950,488 | 205,635 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $18,234,734 | 191,220 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,644,284 | 280,711 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,038,042 | 363,254 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $23,617,734 | 327,842 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||