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Disclosery

CERTUITY, LLC: WFC position timeline

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

CERTUITY, LLC held 312,648 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 312,648 shares
    Change vs previous 13F -146 shares

    1.27% of the 13F portfolio, value $25,838,975.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 312,794 shares
    Change vs previous 13F +663 shares

    1.63% of the 13F portfolio, value $24,898,078.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 312,131 shares
    Change vs previous 13F +301 shares

    1.83% of the 13F portfolio, value $29,090,700.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 311,830 shares
    Change vs previous 13F -616 shares

    1.8% of the 13F portfolio, value $26,137,616.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 312,446 shares
    Change vs previous 13F -145 shares

    2.35% of the 13F portfolio, value $25,032,298.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 312,591 shares
    Change vs previous 13F -29 shares

    2.35% of the 13F portfolio, value $22,439,368.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 312,620 shares
    Change vs previous 13F +5,709 shares

    2.39% of the 13F portfolio, value $21,958,402.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 306,911 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $17,337,423.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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