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Aerodigm Wealth, LLC: WFC position timeline

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

Aerodigm Wealth, LLC held 17,987 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,987 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,486,446.

    13F-HR 0001725547-26-000268 filed by Aerodigm Wealth, 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 17,987 shares
    Change vs previous 13F -417 shares

    0.54% of the 13F portfolio, value $1,431,945.

    13F-HR 0001725547-26-000146 filed by Aerodigm Wealth, LLC
    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/A 18,404 shares
    Change vs previous 13F +417 shares

    0.66% of the 13F portfolio, value $1,715,299.

    13F-HR/A 0001725547-26-000145 filed by Aerodigm Wealth, 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 17,987 shares
    Change vs previous 13F +650 shares

    0.61% of the 13F portfolio, value $1,454,609.

    13F-HR 0001725547-25-004217 filed by Aerodigm Wealth, 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 17,337 shares
    Change vs previous 13F -825 shares

    0.67% of the 13F portfolio, value $1,389,040.

    13F-HR 0001725547-25-003570 filed by Aerodigm Wealth, 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 18,162 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,303,850.

    13F-HR 0001725547-25-002048 filed by Aerodigm Wealth, 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 18,162 shares
    Change vs previous 13F -188 shares

    0.76% of the 13F portfolio, value $1,275,699.

    13F-HR 0001725547-25-000363 filed by Aerodigm Wealth, 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 18,350 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,036,592.

    13F-HR 0001725547-24-006349 filed by Aerodigm Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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