DAYMARK WEALTH PARTNERS, LLC: WFC position timeline

DAYMARK WEALTH PARTNERS, LLC held 63,814 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 63,814 shares

   Change vs previous 13F +3,400 shares

   0.13% of the 13F portfolio, value $5,273,561.

   13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 60,414 shares

   Change vs previous 13F +2,822 shares

   0.15% of the 13F portfolio, value $4,809,580.

   13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 57,592 shares

   Change vs previous 13F -3,970 shares

   0.17% of the 13F portfolio, value $5,367,601.

   13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 61,562 shares

   Change vs previous 13F -3,617 shares

   0.18% of the 13F portfolio, value $5,160,160.

   13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 65,179 shares

   Change vs previous 13F -1,336 shares

   0.2% of the 13F portfolio, value $5,222,177.

   13F-HR 0001956824-25-000007 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 66,515 shares

   Change vs previous 13F +991 shares

   0.21% of the 13F portfolio, value $4,775,091.

   13F-HR/A 0001956824-25-000005 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F/A 65,524 shares

   Change vs previous 13F -8,491 shares

   0.19% of the 13F portfolio, value $4,602,405.

   13F-HR/A 0001956824-25-000002 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 74,015 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $4,181,122.

   13F-HR 0001956824-24-000004 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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