Skip to content
Disclosery

BEESE FULMER INVESTMENT MANAGEMENT, INC.: WFC position timeline

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

BEESE FULMER INVESTMENT MANAGEMENT, INC. held 19,740 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 19,740 shares
    Change vs previous 13F +380 shares

    0.09% of the 13F portfolio, value $1,631,276.

    13F-HR 0000911274-26-000004 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 19,360 shares
    Change vs previous 13F -2,255 shares

    0.1% of the 13F portfolio, value $1,541,267.

    13F-HR 0000911274-26-000003 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 21,615 shares
    Change vs previous 13F -2,750 shares

    0.13% of the 13F portfolio, value $2,014,510.

    13F-HR 0000911274-26-000002 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 24,365 shares
    Change vs previous 13F -1,702 shares

    0.14% of the 13F portfolio, value $2,042,243.

    13F-HR 0000911274-25-000010 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 26,067 shares
    Change vs previous 13F +3,136 shares

    0.16% of the 13F portfolio, value $2,088,514.

    13F-HR 0000911274-25-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 22,931 shares
    Change vs previous 13F -300 shares

    0.14% of the 13F portfolio, value $1,646,216.

    13F-HR 0000911274-25-000005 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 23,231 shares
    Change vs previous 13F -593 shares

    0.14% of the 13F portfolio, value $1,631,745.

    13F-HR 0000911274-25-000001 filed by BEESE FULMER INVESTMENT MANAGEMENT, 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 23,824 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,345,818.

    13F-HR 0000911274-24-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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