Skip to content
Disclosery

Brookmont Capital Management: WFC position timeline

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

Brookmont Capital Management held 49,184 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 49,184 shares
    Change vs previous 13F +250 shares

    2.18% of the 13F portfolio, value $4,064,555.

    13F-HR 0001172661-26-002792 filed by Brookmont Capital Management
    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 48,934 shares
    Change vs previous 13F +2,532 shares

    2.18% of the 13F portfolio, value $3,895,628.

    13F-HR 0001172661-26-002171 filed by Brookmont 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 ended2025-12-31
    13F 46,402 shares
    Change vs previous 13F -229 shares

    2.5% of the 13F portfolio, value $4,324,697.

    13F-HR 0001172661-26-000559 filed by Brookmont 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 ended2025-09-30
    13F 46,631 shares
    Change vs previous 13F -2,491 shares

    2.17% of the 13F portfolio, value $3,908,578.

    13F-HR 0001172661-25-004680 filed by Brookmont 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 ended2025-06-30
    13F 49,122 shares
    Change vs previous 13F -20,146 shares

    2.26% of the 13F portfolio, value $3,935,642.

    13F-HR 0001172661-25-002652 filed by Brookmont 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 ended2025-03-31
    13F 69,268 shares
    Change vs previous 13F -8,462 shares

    2.81% of the 13F portfolio, value $4,972,767.

    13F-HR 0001172661-25-001642 filed by Brookmont 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 ended2024-12-31
    13F 77,730 shares
    Change vs previous 13F -8,954 shares

    2.92% of the 13F portfolio, value $5,459,769.

    13F-HR 0001172661-25-000231 filed by Brookmont 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 ended2024-09-30
    13F 86,684 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $4,896,779.

    13F-HR 0001172661-24-004269 filed by Brookmont Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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