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Buffington Mohr McNeal: WFC position timeline

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

Buffington Mohr McNeal held 26,611 WFC shares at 2025-03-31 per its 13F-HR filed 2025-04-28.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 26,611 shares
    Change vs previous 13F +3,809 shares

    0.38% of the 13F portfolio, value $1,910,396.

    13F-HR 0001317829-25-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 22,802 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,601,605.

    13F-HR 0001317829-25-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 22,802 shares
    Change vs previous 13F +19 shares

    0.21% of the 13F portfolio, value $1,288,079.

    13F-HR 0001317829-24-000007 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 22,783 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,353,076.

    13F-HR 0001317829-24-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 22,783 shares
    Change vs previous 13F -1,500 shares

    0.24% of the 13F portfolio, value $1,320,497.

    13F-HR 0001317829-24-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 24,283 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,195,204.

    13F-HR 0001317829-24-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 24,283 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $992,199.

    13F-HR 0001317829-23-000004 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 24,283 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,036,394.

    13F-HR 0001317829-23-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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