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Alvarez & Marsal Private Wealth Partners, LLC: WFC position timeline

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

Alvarez & Marsal Private Wealth Partners, LLC held 2,631 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,631 shares
    Change vs previous 13F -2,775 shares

    0.03% of the 13F portfolio, value $217,426.

    13F-HR 0001172661-26-003633 filed by Alvarez & Marsal Private Wealth 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 5,406 shares
    Change vs previous 13F +1,180 shares

    0.06% of the 13F portfolio, value $430,372.

    13F-HR 0001172661-26-001973 filed by Alvarez & Marsal Private Wealth Partners, 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 4,226 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $393,863.

    13F-HR 0001172661-26-000733 filed by Alvarez & Marsal Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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