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Capital Management Associates, Inc: WFC position timeline

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

Capital Management Associates, Inc held 4,095 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,095 shares
    Change vs previous 13F -97 shares

    0.07% of the 13F portfolio, value $338,411.

    13F-HR 0002008851-26-000004 filed by Capital Management Associates, Inc
    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 4,192 shares
    Change vs previous 13F +9 shares

    0.08% of the 13F portfolio, value $333,725.

    13F-HR 0002008851-26-000002 filed by Capital Management Associates, Inc
    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 4,183 shares
    Change vs previous 13F -3,240 shares

    0.09% of the 13F portfolio, value $389,856.

    13F-HR 0002008851-26-000001 filed by Capital Management Associates, Inc
    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 7,423 shares
    Change vs previous 13F +1,255 shares

    0.17% of the 13F portfolio, value $622,196.

    13F-HR 0002008851-25-000002 filed by Capital Management Associates, Inc
    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 6,168 shares
    Change vs previous 13F +2,464 shares

    0.16% of the 13F portfolio, value $494,181.

    13F-HR 0001085146-25-004085 filed by Capital Management Associates, Inc
    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 3,704 shares
    Change vs previous 13F +136 shares

    0.06% of the 13F portfolio, value $265,912.

    13F-HR 0001085146-25-002468 filed by Capital Management Associates, Inc
    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 3,568 shares
    Change vs previous 13F -531 shares

    0.09% of the 13F portfolio, value $250,595.

    13F-HR 0001085146-25-000527 filed by Capital Management Associates, Inc
    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 4,099 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $231,538.

    13F-HR 0001085146-24-005097 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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