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Disclosery

Brewster Financial Planning LLC: WFC position timeline

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

Brewster Financial Planning LLC held 4,941 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,941 shares
    Change vs previous 13F +24 shares

    0.22% of the 13F portfolio, value $408,352.

    13F-HR 0001898145-26-000003 filed by Brewster Financial Planning 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 4,917 shares
    Change vs previous 13F +24 shares

    0.24% of the 13F portfolio, value $391,404.

    13F-HR 0001898145-26-000002 filed by Brewster Financial Planning 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 4,893 shares
    Change vs previous 13F +22 shares

    0.28% of the 13F portfolio, value $456,070.

    13F-HR 0001898145-26-000001 filed by Brewster Financial Planning LLC
    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 4,871 shares
    Change vs previous 13F +23 shares

    0.26% of the 13F portfolio, value $408,308.

    13F-HR 0001898145-25-000006 filed by Brewster Financial Planning LLC
    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 4,848 shares
    Change vs previous 13F +22 shares

    0.26% of the 13F portfolio, value $388,436.

    13F-HR 0001898145-25-000004 filed by Brewster Financial Planning LLC
    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 4,826 shares
    Change vs previous 13F +22 shares

    0.26% of the 13F portfolio, value $346,448.

    13F-HR 0001898145-25-000003 filed by Brewster Financial Planning LLC
    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 4,804 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $337,456.

    13F-HR 0001898145-25-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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