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Disclosery

Coastwise Capital Group, LLC: WFC position timeline

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

Coastwise Capital Group, LLC held 7,610 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,610 shares
    Change vs previous 13F +4 shares

    0.37% of the 13F portfolio, value $628,866.

    13F-HR 0001934500-26-000007 filed by Coastwise Capital Group, 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 7,606 shares
    Change vs previous 13F -4,004 shares

    0.34% of the 13F portfolio, value $605,530.

    13F-HR 0001934500-26-000006 filed by Coastwise Capital Group, 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 11,610 shares
    Change vs previous 13F +56 shares

    0.54% of the 13F portfolio, value $1,082,063.

    13F-HR 0001934500-26-000005 filed by Coastwise Capital Group, 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 11,554 shares
    Change vs previous 13F +59 shares

    0.68% of the 13F portfolio, value $968,432.

    13F-HR 0001934500-25-000011 filed by Coastwise Capital Group, 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 11,495 shares
    Change vs previous 13F -52 shares

    0.73% of the 13F portfolio, value $920,947.

    13F-HR 0001934500-25-000006 filed by Coastwise Capital Group, 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 11,547 shares
    Change vs previous 13F -14,854 shares

    0.7% of the 13F portfolio, value $828,948.

    13F-HR 0001934500-25-000004 filed by Coastwise Capital Group, 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 26,401 shares
    Change vs previous 13F -35 shares

    1.48% of the 13F portfolio, value $1,854,406.

    13F-HR 0001962780-25-000001 filed by Coastwise Capital Group, 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 26,436 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,493,343.

    13F-HR 0001934500-24-000012 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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