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Disclosery

Boit C F David: WFC position timeline

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

Boit C F David held 9,660 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,660 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $798,302.

    13F-HR 0001308331-26-000008 filed by Boit C F David
    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 9,660 shares
    Change vs previous 13F -859 shares

    0.34% of the 13F portfolio, value $769,033.

    13F-HR 0001308331-26-000002 filed by Boit C F David
    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 10,519 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,009,298.

    13F-HR 0001308331-26-000001 filed by Boit C F David
    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 10,519 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $881,703.

    13F-HR 0001308331-25-000007 filed by Boit C F David
    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 10,519 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $842,782.

    13F-HR 0001308331-25-000005 filed by Boit C F David
    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 10,519 shares
    Change vs previous 13F -5,000 shares

    0.38% of the 13F portfolio, value $755,159.

    13F-HR 0001308331-25-000003 filed by Boit C F David
    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 15,519 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,090,054.

    13F-HR 0001308331-25-000002 filed by Boit C F David
    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 15,519 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $858,201.

    13F-HR 0000932974-24-000005 filed by Boit C F David
    Filed (acceptance time not in the bulk data set), ingested

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