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Disclosery

D.A. DAVIDSON & CO.: WFC position timeline

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

D.A. DAVIDSON & CO. held 230,593 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 230,593 shares
    Change vs previous 13F +11,628 shares

    0.11% of the 13F portfolio, value $19,056,233.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 218,965 shares
    Change vs previous 13F -2,300 shares

    0.11% of the 13F portfolio, value $17,431,840.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 221,265 shares
    Change vs previous 13F -6,131 shares

    0.13% of the 13F portfolio, value $20,621,979.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 227,396 shares
    Change vs previous 13F -4,704 shares

    0.12% of the 13F portfolio, value $19,060,413.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 232,100 shares
    Change vs previous 13F +1,494 shares

    0.13% of the 13F portfolio, value $18,595,855.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 230,606 shares
    Change vs previous 13F -8,982 shares

    0.13% of the 13F portfolio, value $16,555,212.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 239,588 shares
    Change vs previous 13F +13,296 shares

    0.14% of the 13F portfolio, value $16,828,673.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 226,292 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,783,286.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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