WLK — WESTLAKE CORPORATION

Ownership history in PRINCIPAL SECURITIES, INC.  ·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported WESTLAKE CORPORATION (WLK) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows WLK 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 WLK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in WESTLAKE CORPORATION, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

WLK stock page PRINCIPAL SECURITIES, INC. fund profile PRINCIPAL SECURITIES, INC. full holdings
How PRINCIPAL SECURITIES, INC. held WLK — position size vs. price
% of Fund (quarterly)    WLK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 40 +17 +73.9% 0.00% $3K 2025-11-12 $61.95
2025 Q2 ADDED 23 +8 +53.3% 0.00% $2K 2025-08-11 $75.36
2025 Q1 UNCHANGED 15 — 0% 0.00% $2K 2025-04-30 $89.99
2024 Q4 REDUCED 15 -5 -25.0% 0.00% $2K 2025-01-30 $112.24
2024 Q3 ADDED 20 +4 +25.0% 0.00% $3K 2024-10-28 $129.18
2024 Q2 REDUCED 16 -9 -36.0% 0.00% $2K 2024-07-31 $142.19
2024 Q1 UNCHANGED 25 — 0% 0.00% $4K 2024-05-10 $151.60
2023 Q4 INITIATED 25 — — 0.00% $3K 2024-02-07 $134.62

🏢 Other funds also holding WLK

As of 2026 Q1 — sorted by position size

GATEWAY INVESTMENT ADVISERS LLC 3Y 7Y 0.01% GAMMA Investing LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% NBC SECURITIES, INC. 0.0% Compagnie Lombard Odier SCmA 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.0%

FAQ About PRINCIPAL SECURITIES, INC. and WLK

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

How long has PRINCIPAL SECURITIES, INC. reported owning WLK?

PRINCIPAL SECURITIES, INC. reported WLK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WLK position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for WLK was 0.00% in 2023 Q4.

What is the latest reported WLK position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 40 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this WLK ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly WLK 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.

← Back to PRINCIPAL SECURITIES, INC. Holdings