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DAVENPORT & Co LLC: WFC position timeline

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

DAVENPORT & Co LLC held 901,929 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 901,929 shares
    Change vs previous 13F -11,156 shares

    0.38% of the 13F portfolio, value $74,734,165.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 913,085 shares
    Change vs previous 13F -224,606 shares

    0.4% of the 13F portfolio, value $72,023,520.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 1,137,691 shares
    Change vs previous 13F +27,315 shares

    0.58% of the 13F portfolio, value $106,352,473.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 1,110,376 shares
    Change vs previous 13F -10,559 shares

    0.5% of the 13F portfolio, value $93,310,601.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 1,120,935 shares
    Change vs previous 13F -6,201 shares

    0.5% of the 13F portfolio, value $89,617,517.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 1,127,136 shares
    Change vs previous 13F +1,495 shares

    0.48% of the 13F portfolio, value $80,584,260.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 1,125,641 shares
    Change vs previous 13F -249,008 shares

    0.46% of the 13F portfolio, value $79,110,404.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 1,374,649 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $77,427,033.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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