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Deane Retirement Strategies, Inc.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Deane Retirement Strategies, Inc. on WFC, newest first. How the timeline and the estimate are built.

Deane Retirement Strategies, Inc. held 33,980 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 33,980 shares
    Change vs previous 13F -292 shares

    1.11% of the 13F portfolio, value $2,720,638.

    13F-HR 0001659346-26-000006 filed by Deane Retirement Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,272 shares
    Change vs previous 13F +34,272 shares

    1.2% of the 13F portfolio, value $2,833,329.

    13F-HR 0001659346-26-000004 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2 shares

    13F-HR 0001659346-25-000003 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 2 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $140.

    13F-HR 0001659346-25-000002 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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