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Disclosery

Boltwood Capital Management: WFC position timeline

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

Boltwood Capital Management held 17,465 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,465 shares
    Change vs previous 13F +305 shares

    0.32% of the 13F portfolio, value $1,398,073.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,160 shares
    Change vs previous 13F -25 shares

    0.32% of the 13F portfolio, value $1,418,102.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,185 shares
    Change vs previous 13F +20 shares

    0.35% of the 13F portfolio, value $1,368,098.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,165 shares
    Change vs previous 13F -45 shares

    0.42% of the 13F portfolio, value $1,599,778.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,210 shares
    Change vs previous 13F +260 shares

    0.38% of the 13F portfolio, value $1,442,542.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,950 shares
    Change vs previous 13F +50 shares

    0.39% of the 13F portfolio, value $1,358,034.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,900 shares
    Change vs previous 13F -75 shares

    0.37% of the 13F portfolio, value $1,213,251.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,975 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,192,324.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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