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BEACH INVESTMENT COUNSEL INC/PA: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACH INVESTMENT COUNSEL INC/PA on WFC, newest first. How the timeline and the estimate are built.

BEACH INVESTMENT COUNSEL INC/PA held 5,158 WFC shares at 2025-03-31 per its 13F-HR filed 2025-04-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 5,158 shares
    Change vs previous 13F -75 shares

    0.05% of the 13F portfolio, value $370,000.

    13F-HR 0001058800-25-000002 filed by BEACH INVESTMENT COUNSEL INC/PA
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 5,233 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $368,000.

    13F-HR 0001058800-25-000001 filed by BEACH INVESTMENT COUNSEL INC/PA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 5,233 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $296,000.

    13F-HR 0001058800-24-000004 filed by BEACH INVESTMENT COUNSEL INC/PA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 5,233 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $311,000.

    13F-HR 0001058800-24-000003 filed by BEACH INVESTMENT COUNSEL INC/PA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 5,233 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $258,000.

    13F-HR 0001058800-24-000002 filed by BEACH INVESTMENT COUNSEL INC/PA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 5,233 shares
    Change vs previous 13F -9,554 shares

    0.03% of the 13F portfolio, value $258,000.

    13F-HR 0001058800-24-000001 filed by BEACH INVESTMENT COUNSEL INC/PA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 14,787 shares
    Change vs previous 13F +4,623 shares

    0.08% of the 13F portfolio, value $604,000.

    13F-HR 0001058800-23-000004 filed by BEACH INVESTMENT COUNSEL INC/PA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 10,164 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $434,000.

    13F-HR 0001058800-23-000003 filed by BEACH INVESTMENT COUNSEL INC/PA
    Filed (acceptance time not in the bulk data set), ingested

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