Brown Miller Wealth Management, LLC: WFC position timeline

Brown Miller Wealth Management, LLC held 2,600 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,600 shares

   Change vs previous 13F -4,403 shares

   0.05% of the 13F portfolio, value $214,889.

   13F-HR 0001840084-26-000004 filed by Brown Miller Wealth Management, LLC
   Filed 2026-07-16 (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 7,003 shares

   Change vs previous 13F -195 shares

   0.16% of the 13F portfolio, value $557,513.

   13F-HR 0001840084-26-000002 filed by Brown Miller Wealth Management, LLC
   Filed 2026-04-23 (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 7,198 shares

   Change vs previous 13F -226 shares

   0.19% of the 13F portfolio, value $670,827.

   13F-HR 0001840084-26-000001 filed by Brown Miller Wealth Management, LLC
   Filed 2026-01-23 (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 7,424 shares

   Change vs previous 13F +3,060 shares

   0.18% of the 13F portfolio, value $622,237.

   13F-HR 0001840084-25-000015 filed by Brown Miller Wealth Management, LLC
   Filed 2025-10-21 (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 4,364 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $349,660.

   13F-HR 0001840084-25-000013 filed by Brown Miller Wealth Management, LLC
   Filed 2025-07-22 (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).