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Braver Wealth Management, LLC: WFC position timeline

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

Braver Wealth Management, LLC held 99,359 WFC shares at 2016-12-31 per its 13F-HR filed 2017-02-14.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 99,359 shares
    Change vs previous 13F +3,065 shares

    0.89% of the 13F portfolio, value $5,476,000.

    13F-HR 0001566494-17-000001 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 96,294 shares
    Change vs previous 13F +1,679 shares

    0.71% of the 13F portfolio, value $4,264,000.

    13F-HR 0001566494-16-000010 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 94,615 shares
    Change vs previous 13F +1,160 shares

    0.76% of the 13F portfolio, value $4,478,000.

    13F-HR 0001566494-16-000009 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 93,455 shares
    Change vs previous 13F +40,941 shares

    0.74% of the 13F portfolio, value $4,519,000.

    13F-HR 0001566494-16-000008 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 52,514 shares
    Change vs previous 13F +1,890 shares

    0.59% of the 13F portfolio, value $2,855,000.

    13F-HR 0001566494-16-000007 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 50,624 shares
    Change vs previous 13F +11,401 shares

    0.65% of the 13F portfolio, value $2,600,000.

    13F-HR 0001566494-15-000005 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 39,223 shares
    Change vs previous 13F +30 shares

    0.54% of the 13F portfolio, value $2,205,907.

    13F-HR 0001566494-15-000004 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 39,193 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,132,123.

    13F-HR 0001566494-15-000003 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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