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Charter Capital Management, LLC\DE: WFC position timeline

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

Charter Capital Management, LLC\DE held 6,947 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,947 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $574,071.

    13F-HR 0002076040-26-000006 filed by Charter Capital Management, LLC\DE
    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 6,944 shares
    Change vs previous 13F +1,324 shares

    0.28% of the 13F portfolio, value $552,850.

    13F-HR 0002076040-26-000004 filed by Charter Capital Management, LLC\DE
    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 5,620 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $523,762.

    13F-HR 0002076040-26-000002 filed by Charter Capital Management, LLC\DE
    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 5,618 shares
    Change vs previous 13F +147 shares

    0.25% of the 13F portfolio, value $470,887.

    13F-HR 0002076040-25-000004 filed by Charter Capital Management, LLC\DE
    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 5,471 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $438,323.

    13F-HR 0002076040-25-000002 filed by Charter Capital Management, LLC\DE
    Filed (acceptance time not in the bulk data set), ingested

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