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Disclosery

BWM Planning, LLC: WFC position timeline

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

BWM Planning, LLC held 61,340 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,340 shares
    Change vs previous 13F +49 shares

    1.18% of the 13F portfolio, value $5,069,108.

    13F-HR 0001754960-26-000620 filed by BWM 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 61,291 shares
    Change vs previous 13F -91 shares

    1.29% of the 13F portfolio, value $4,879,347.

    13F-HR 0001754960-26-000306 filed by BWM 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 61,382 shares
    Change vs previous 13F +46 shares

    1.53% of the 13F portfolio, value $5,720,768.

    13F-HR 0001754960-26-000044 filed by BWM 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 61,336 shares
    Change vs previous 13F +301 shares

    1.53% of the 13F portfolio, value $5,141,153.

    13F-HR 0001754960-25-000742 filed by BWM 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 61,035 shares
    Change vs previous 13F +1,020 shares

    1.68% of the 13F portfolio, value $4,890,095.

    13F-HR 0001754960-25-000568 filed by BWM 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 60,015 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $4,308,451.

    13F-HR 0001085146-25-003157 filed by BWM 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 60,015 shares
    Change vs previous 13F 0 shares

    1.83% of the 13F portfolio, value $4,215,428.

    13F-HR 0001085146-25-000408 filed by BWM Planning, LLC
    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 60,015 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,390,227.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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