Cambridge Investment Research Advisors, Inc. WLFC — WILLIS LEASE

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  2 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported WILLIS LEASE (WLFC) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows WLFC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WLFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in WILLIS LEASE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WLFC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Investment Research Advisors, Inc. held WLFC — position size vs. price
% of Fund (quarterly)    WLFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,276 +99 +8.4% 0.00% $292 2026-07-30 $72.35
2026 Q1 INITIATED — — — 1,177 — — 0.00% $200 2026-04-30 $64.45

🏢 Other funds also holding WLFC

As of 2026 Q3 — sorted by position size

Hickory Point Bank & Trust 0.01%

FAQ About Cambridge Investment Research Advisors, Inc. and WLFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning WLFC?

Cambridge Investment Research Advisors, Inc. reported WLFC across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported WLFC position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for WLFC was 0.00% in 2026 Q2.

What is the latest reported WLFC position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 1,276 shares, equal to 0.00% of portfolio, with an estimated market value of $292.

What does the chart on this WLFC ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly WLFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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