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Accredited Investors Inc.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Investors Inc. on WFC, newest first. How the timeline and the estimate are built.

Accredited Investors Inc. held 12,978 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,978 shares
    Change vs previous 13F +709 shares

    0.05% of the 13F portfolio, value $1,072,529.

    13F-HR 0001518364-26-000004 filed by Accredited Investors Inc.
    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 12,269 shares
    Change vs previous 13F -4,488 shares

    0.05% of the 13F portfolio, value $976,714.

    13F-HR 0001518364-26-000003 filed by Accredited Investors Inc.
    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 16,757 shares
    Change vs previous 13F -296 shares

    0.08% of the 13F portfolio, value $1,561,786.

    13F-HR 0001518364-26-000002 filed by Accredited Investors Inc.
    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 17,053 shares
    Change vs previous 13F -609 shares

    0.08% of the 13F portfolio, value $1,429,405.

    13F-HR 0001518364-25-000009 filed by Accredited Investors Inc.
    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 17,662 shares
    Change vs previous 13F +3,055 shares

    0.08% of the 13F portfolio, value $1,415,080.

    13F-HR 0001518364-25-000005 filed by Accredited Investors Inc.
    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 14,607 shares
    Change vs previous 13F -2,851 shares

    0.07% of the 13F portfolio, value $1,048,637.

    13F-HR 0001518364-25-000004 filed by Accredited Investors Inc.
    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 17,458 shares
    Change vs previous 13F -4,484 shares

    0.07% of the 13F portfolio, value $1,226,282.

    13F-HR 0001518364-25-000003 filed by Accredited Investors Inc.
    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/A 21,942 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,239,504.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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