CHERRYDALE WEALTH MANAGEMENT, LLC: WFC position timeline

CHERRYDALE WEALTH MANAGEMENT, LLC held 2,675 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,675 shares

   Change vs previous 13F -2 shares

   0.06% of the 13F portfolio, value $221,091.

   13F-HR 0001907327-26-000005 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,677 shares

   Change vs previous 13F -92 shares

   0.07% of the 13F portfolio, value $213,144.

   13F-HR 0001907327-26-000002 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,769 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $258,104.

   13F-HR 0001907327-26-000001 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,769 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $232,127.

   13F-HR 0001907327-25-000006 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,769 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $221,880.

   13F-HR 0001907327-25-000005 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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