Skip to content
Disclosery

DELTA ASSET MANAGEMENT LLC/TN: WFC position timeline

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

DELTA ASSET MANAGEMENT LLC/TN held 403,045 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,045 shares
    Change vs previous 13F -2,142 shares

    2.88% of the 13F portfolio, value $33,307,639.

    13F-HR 0000860857-26-000004 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 405,187 shares
    Change vs previous 13F -6,683 shares

    2.94% of the 13F portfolio, value $32,256,937.

    13F-HR 0000860857-26-000002 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 411,870 shares
    Change vs previous 13F -4,342 shares

    3.3% of the 13F portfolio, value $38,386,293.

    13F-HR 0000860857-26-000001 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 416,212 shares
    Change vs previous 13F -2,777 shares

    2.96% of the 13F portfolio, value $34,886,857.

    13F-HR 0000860857-25-000003 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 418,989 shares
    Change vs previous 13F -6,287 shares

    2.92% of the 13F portfolio, value $33,569,407.

    13F-HR 0001855205-25-000037 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 425,276 shares
    Change vs previous 13F -8,822 shares

    2.9% of the 13F portfolio, value $30,530,537.

    13F-HR 0001855205-25-000021 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 434,098 shares
    Change vs previous 13F -9,775 shares

    2.73% of the 13F portfolio, value $30,491,055.

    13F-HR 0001855205-25-000010 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 443,873 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $25,074,368.

    13F-HR 0001855205-24-000051 filed by DELTA ASSET MANAGEMENT LLC/TN
    Filed (acceptance time not in the bulk data set), ingested

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