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Biltmore Family Office, LLC: WFC position timeline

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

Biltmore Family Office, LLC held 16,075 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,075 shares
    Change vs previous 13F -86 shares

    0.17% of the 13F portfolio, value $1,328,438.

    13F-HR 0001398344-26-014190 filed by Biltmore Family Office, 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 16,161 shares
    Change vs previous 13F -107 shares

    0.18% of the 13F portfolio, value $1,286,577.

    13F-HR 0001398344-26-008905 filed by Biltmore Family Office, 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 16,268 shares
    Change vs previous 13F +6,792 shares

    0.21% of the 13F portfolio, value $1,516,178.

    13F-HR 0001398344-26-002220 filed by Biltmore Family Office, 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 9,476 shares
    Change vs previous 13F +57 shares

    0.11% of the 13F portfolio, value $794,278.

    13F-HR 0001398344-25-020082 filed by Biltmore Family Office, 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 9,419 shares
    Change vs previous 13F -200 shares

    0.13% of the 13F portfolio, value $754,650.

    13F-HR 0001398344-25-014333 filed by Biltmore Family Office, 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 9,619 shares
    Change vs previous 13F -145 shares

    0.12% of the 13F portfolio, value $690,548.

    13F-HR 0001398344-25-009213 filed by Biltmore Family Office, 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 9,764 shares
    Change vs previous 13F -84 shares

    0.12% of the 13F portfolio, value $685,823.

    13F-HR 0001398344-25-002568 filed by Biltmore Family Office, 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 9,848 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $556,314.

    13F-HR 0001398344-24-020429 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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