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Disclosery

Austin Private Wealth, LLC: WFC position timeline

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

Austin Private Wealth, LLC held 8,253 WFC shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 8,253 shares
    Change vs previous 13F -352 shares

    0.06% of the 13F portfolio, value $769,167.

    13F-HR 0001172661-26-000230 filed by Austin Private 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 ended2025-09-30
    13F 8,605 shares
    Change vs previous 13F +278 shares

    0.06% of the 13F portfolio, value $721,271.

    13F-HR 0001172661-25-004325 filed by Austin Private 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 ended2025-06-30
    13F 8,327 shares
    Change vs previous 13F +1,492 shares

    0.05% of the 13F portfolio, value $667,152.

    13F-HR 0001172661-25-002847 filed by Austin Private 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 ended2025-03-31
    13F 6,835 shares
    Change vs previous 13F +563 shares

    0.04% of the 13F portfolio, value $490,666.

    13F-HR 0001172661-25-001646 filed by Austin Private 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 ended2024-12-31
    13F 6,272 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $440,516.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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