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DCM Advisors, LLC: WFC position timeline

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

DCM Advisors, LLC held 121,232 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,232 shares
    Change vs previous 13F +4,592 shares

    3.96% of the 13F portfolio, value $10,018,612.

    13F-HR 0001839498-26-000004 filed by DCM Advisors, 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 116,640 shares
    Change vs previous 13F -563 shares

    4.22% of the 13F portfolio, value $9,285,710.

    13F-HR 0001839498-26-000002 filed by DCM Advisors, 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 117,203 shares
    Change vs previous 13F -345 shares

    4.53% of the 13F portfolio, value $10,923,320.

    13F-HR 0001839498-26-000001 filed by DCM Advisors, 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 117,548 shares
    Change vs previous 13F -5,074 shares

    4.15% of the 13F portfolio, value $9,852,873.

    13F-HR 0001839498-25-000005 filed by DCM Advisors, 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 122,622 shares
    Change vs previous 13F +11,338 shares

    4.21% of the 13F portfolio, value $9,824,475.

    13F-HR 0001839498-25-000004 filed by DCM Advisors, 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 111,284 shares
    Change vs previous 13F -5,677 shares

    4.23% of the 13F portfolio, value $7,929,134.

    13F-HR 0001839498-25-000002 filed by DCM Advisors, 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 116,961 shares
    Change vs previous 13F +5,677 shares

    3.85% of the 13F portfolio, value $8,198,202.

    13F-HR 0001839498-25-000001 filed by DCM Advisors, 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 111,284 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $6,286,433.

    13F-HR 0001839498-24-000004 filed by DCM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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