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Bedel Financial Consulting, Inc.: WFC position timeline

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

Bedel Financial Consulting, Inc. held 8,135 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,135 shares
    Change vs previous 13F -337 shares

    0.06% of the 13F portfolio, value $672,243.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, 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 8,472 shares
    Change vs previous 13F -261 shares

    0.08% of the 13F portfolio, value $674,420.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, 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 8,733 shares
    Change vs previous 13F +281 shares

    0.09% of the 13F portfolio, value $813,941.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, 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 8,452 shares
    Change vs previous 13F +18 shares

    0.09% of the 13F portfolio, value $708,458.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, 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 8,434 shares
    Change vs previous 13F -631 shares

    0.09% of the 13F portfolio, value $675,742.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, 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 9,065 shares
    Change vs previous 13F +168 shares

    0.1% of the 13F portfolio, value $666,067.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, 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 8,897 shares
    Change vs previous 13F +1,070 shares

    0.1% of the 13F portfolio, value $712,216.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, Inc.
    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 7,827 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $442,154.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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