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BRADY FAMILY WEALTH, LLC: WFC position timeline

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

BRADY FAMILY WEALTH, LLC held 4,153 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,153 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $343,178.

    13F-HR 0001725547-26-000226 filed by BRADY FAMILY WEALTH, 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 4,152 shares
    Change vs previous 13F +149 shares

    0.1% of the 13F portfolio, value $330,555.

    13F-HR 0001725547-26-000124 filed by BRADY FAMILY WEALTH, 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 4,003 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $373,052.

    13F-HR 0001725547-26-000001 filed by BRADY FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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