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Disclosery

3Chopt Investment Partners, LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 3Chopt Investment Partners, LLC on WFC, newest first. How the timeline and the estimate are built.

3Chopt Investment Partners, LLC held 50,751 WFC 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 50,751 shares
    Change vs previous 13F +50,751 shares

    0.79% of the 13F portfolio, value $4,194,049.

    13F-HR 0001398344-26-012987 filed by 3Chopt Investment Partners, LLC
    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 0 shares
    Change vs previous 13F -50,523 shares

    13F-HR 0001398344-26-006912 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 50,523 shares
    Change vs previous 13F -2,286 shares

    1.06% of the 13F portfolio, value $4,708,758.

    13F-HR 0001398344-26-002629 filed by 3Chopt Investment Partners, LLC
    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 52,809 shares
    Change vs previous 13F -338 shares

    1.01% of the 13F portfolio, value $4,426,464.

    13F-HR 0001398344-25-019342 filed by 3Chopt Investment Partners, LLC
    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 53,147 shares
    Change vs previous 13F +1,857 shares

    1.02% of the 13F portfolio, value $4,258,150.

    13F-HR 0001398344-25-013693 filed by 3Chopt Investment Partners, LLC
    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 51,290 shares
    Change vs previous 13F +3,568 shares

    0.96% of the 13F portfolio, value $3,682,120.

    13F-HR 0001398344-25-007619 filed by 3Chopt Investment Partners, LLC
    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 47,722 shares
    Change vs previous 13F +348 shares

    1.15% of the 13F portfolio, value $3,352,004.

    13F-HR 0001213900-25-013391 filed by 3Chopt Investment Partners, LLC
    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 47,374 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,676,166.

    13F-HR 0001213900-24-098596 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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