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Carlson Capital Management: WFC position timeline

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

Carlson Capital Management held 11,016 WFC shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 11,016 shares
    Change vs previous 13F +370 shares

    0.03% of the 13F portfolio, value $773,762.

    13F-HR 0001581298-25-000001 filed by Carlson 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 ended2024-09-30
    13F 10,646 shares
    Change vs previous 13F -750 shares

    0.03% of the 13F portfolio, value $601,391.

    13F-HR 0001581298-24-000005 filed by Carlson 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 ended2024-06-30
    13F 11,396 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $676,807.

    13F-HR 0001581298-24-000004 filed by Carlson 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 ended2024-03-31
    13F 11,353 shares
    Change vs previous 13F -20,684 shares

    0.03% of the 13F portfolio, value $658,018.

    13F-HR 0001581298-24-000002 filed by Carlson 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 ended2023-12-31
    13F 32,037 shares
    Change vs previous 13F -1,396 shares

    0.08% of the 13F portfolio, value $1,576,884.

    13F-HR 0001581298-24-000001 filed by Carlson 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 ended2023-09-30
    13F 33,433 shares
    Change vs previous 13F +464 shares

    0.08% of the 13F portfolio, value $1,366,078.

    13F-HR 0001581298-23-000004 filed by Carlson 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 ended2023-06-30
    13F 32,969 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,407,115.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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