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Disclosery

DAVIDSON TRUST CO: WFC position timeline

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

DAVIDSON TRUST CO held 14,487 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,487 shares
    Change vs previous 13F -33 shares

    0.46% of the 13F portfolio, value $1,159,684.

    13F-HR 0001133119-26-000007 filed by DAVIDSON TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,520 shares
    Change vs previous 13F -211 shares

    0.47% of the 13F portfolio, value $1,199,933.

    13F-HR 0001133119-26-000004 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,731 shares
    Change vs previous 13F -369 shares

    0.51% of the 13F portfolio, value $1,172,735.

    13F-HR 0001133119-26-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,100 shares
    Change vs previous 13F -5,849 shares

    0.59% of the 13F portfolio, value $1,407,320.

    13F-HR 0001133119-26-000001 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,949 shares
    Change vs previous 13F -872 shares

    0.72% of the 13F portfolio, value $1,755,945.

    13F-HR 0001133119-25-000006 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,821 shares
    Change vs previous 13F -407 shares

    0.81% of the 13F portfolio, value $1,748,299.

    13F-HR 0001133119-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,228 shares
    Change vs previous 13F -2,128 shares

    0.76% of the 13F portfolio, value $1,595,748.

    13F-HR 0001080107-25-000005 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,356 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,710,765.

    13F-HR 0001080107-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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