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Disclosery

Belpointe Asset Management LLC: WFC position timeline

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

Belpointe Asset Management LLC held 22,396 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,396 shares
    Change vs previous 13F +3,332 shares

    0.06% of the 13F portfolio, value $1,850,858.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management LLC
    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 19,064 shares
    Change vs previous 13F +248 shares

    0.06% of the 13F portfolio, value $1,517,708.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 18,816 shares
    Change vs previous 13F -1,191 shares

    0.06% of the 13F portfolio, value $1,753,680.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,007 shares
    Change vs previous 13F +2,617 shares

    0.06% of the 13F portfolio, value $1,677,032.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management LLC
    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 17,390 shares
    Change vs previous 13F +5,621 shares

    0.06% of the 13F portfolio, value $1,393,342.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management LLC
    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 11,769 shares
    Change vs previous 13F +1,669 shares

    0.04% of the 13F portfolio, value $844,842.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management LLC
    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 10,100 shares
    Change vs previous 13F -800 shares

    0.04% of the 13F portfolio, value $591,348.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management LLC
    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 10,900 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $615,786.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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