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Bleakley Financial Group, LLC: WFC position timeline

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

Bleakley Financial Group, LLC held 128,028 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,028 shares
    Change vs previous 13F +27,843 shares

    0.13% of the 13F portfolio, value $10,580,205.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 100,185 shares
    Change vs previous 13F +5,250 shares

    0.12% of the 13F portfolio, value $7,975,732.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 94,935 shares
    Change vs previous 13F +10,642 shares

    0.15% of the 13F portfolio, value $8,847,962.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 84,293 shares
    Change vs previous 13F +1,911 shares

    0.16% of the 13F portfolio, value $7,065,448.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 82,382 shares
    Change vs previous 13F +6,722 shares

    0.17% of the 13F portfolio, value $6,600,408.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 75,660 shares
    Change vs previous 13F +2,767 shares

    0.17% of the 13F portfolio, value $5,431,622.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 72,893 shares
    Change vs previous 13F +4,482 shares

    0.15% of the 13F portfolio, value $5,120,015.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 68,411 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,864,552.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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