Skip to content
Disclosery

Atala Financial Inc: WFC position timeline

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

Atala Financial Inc held 7,394 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,394 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $611,040.

    13F-HR 0002053756-26-000003 filed by Atala Financial 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 7,394 shares
    Change vs previous 13F -459 shares

    0.4% of the 13F portfolio, value $595,120.

    13F-HR 0002053756-26-000002 filed by Atala Financial 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 7,853 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $731,900.

    13F-HR 0002053756-26-000001 filed by Atala Financial 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 7,853 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $658,238.

    13F-HR 0002053756-25-000008 filed by Atala Financial 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 7,853 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $629,182.

    13F-HR 0001958743-25-000005 filed by Atala Financial 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 7,853 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $563,767.

    13F-HR 0002053756-25-000002 filed by Atala Financial 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 7,853 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $551,595.

    13F-HR 0002053756-25-000001 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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