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Disclosery

COURIER CAPITAL LLC: WFC position timeline

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

COURIER CAPITAL LLC held 31,209 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 31,209 shares
    Change vs previous 13F +2,805 shares

    0.13% of the 13F portfolio, value $2,579,130.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 28,404 shares
    Change vs previous 13F -298 shares

    0.13% of the 13F portfolio, value $2,261,216.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 28,702 shares
    Change vs previous 13F -372 shares

    0.15% of the 13F portfolio, value $2,675,008.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 29,074 shares
    Change vs previous 13F +10,127 shares

    0.14% of the 13F portfolio, value $2,436,948.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 18,947 shares
    Change vs previous 13F +19 shares

    0.09% of the 13F portfolio, value $1,518,004.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 18,928 shares
    Change vs previous 13F -912 shares

    0.09% of the 13F portfolio, value $1,358,816.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 19,840 shares
    Change vs previous 13F -549 shares

    0.1% of the 13F portfolio, value $1,393,570.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 20,389 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,151,747.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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