Braun-Bostich & Associates Inc.: WFC position timeline

Braun-Bostich & Associates Inc. held 2,888 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,888 shares

   Change vs previous 13F -95 shares

   0.13% of the 13F portfolio, value $238,664.

   13F-HR 0001951757-26-001030 filed by Braun-Bostich & Associates Inc.
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,983 shares

   Change vs previous 13F +296 shares

   0.15% of the 13F portfolio, value $237,477.

   13F-HR 0001951757-26-000605 filed by Braun-Bostich & Associates Inc.
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,687 shares

   Change vs previous 13F -386 shares

   0.15% of the 13F portfolio, value $250,428.

   13F-HR 0001951757-26-000091 filed by Braun-Bostich & Associates Inc.
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,073 shares

   Change vs previous 13F +87 shares

   0.16% of the 13F portfolio, value $257,579.

   13F-HR 0001951757-25-001254 filed by Braun-Bostich & Associates Inc.
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,986 shares

   Change vs previous 13F -453 shares

   0.16% of the 13F portfolio, value $239,238.

   13F-HR 0001951757-25-000573 filed by Braun-Bostich & Associates Inc.
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,439 shares

   Change vs previous 13F -59 shares

   0.18% of the 13F portfolio, value $246,886.

   13F-HR 0001951757-25-000367 filed by Braun-Bostich & Associates Inc.
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,498 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $245,700.

   13F-HR 0001951757-25-000057 filed by Braun-Bostich & Associates Inc.
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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