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BLALOCK WILLIAMS, LLC: WFC position timeline

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

BLALOCK WILLIAMS, LLC held 3,288 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,288 shares
    Change vs previous 13F +199 shares

    0.18% of the 13F portfolio, value $271,720.

    13F-HR 0001951757-26-001139 filed by BLALOCK WILLIAMS, 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 3,089 shares
    Change vs previous 13F -488 shares

    0.19% of the 13F portfolio, value $245,915.

    13F-HR 0001951757-26-000866 filed by BLALOCK WILLIAMS, 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 3,577 shares
    Change vs previous 13F +408 shares

    0.27% of the 13F portfolio, value $333,376.

    13F-HR 0001951757-26-000331 filed by BLALOCK WILLIAMS, 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 3,169 shares
    Change vs previous 13F +262 shares

    0.23% of the 13F portfolio, value $265,626.

    13F-HR 0001951757-25-001202 filed by BLALOCK WILLIAMS, 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 2,907 shares
    Change vs previous 13F -16 shares

    0.23% of the 13F portfolio, value $232,909.

    13F-HR 0001951757-25-001271 filed by BLALOCK WILLIAMS, 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 2,923 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $209,842.

    13F-HR 0001951757-25-001272 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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