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Delta Investment Management, LLC: WFC position timeline

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

Delta Investment Management, LLC held 7,144 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 7,144 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $590,360.

    13F-HR 0001757043-26-000004 filed by Delta Investment Management, 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 7,143 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $568,684.

    13F-HR 0001757043-26-000003 filed by Delta Investment Management, 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 7,143 shares
    Change vs previous 13F +66 shares

    0.12% of the 13F portfolio, value $665,728.

    13F-HR 0001757043-26-000002 filed by Delta Investment Management, 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 7,077 shares
    Change vs previous 13F -15 shares

    0.11% of the 13F portfolio, value $593,194.

    13F-HR 0001757043-25-000003 filed by Delta Investment Management, 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 7,092 shares
    Change vs previous 13F +16 shares

    0.11% of the 13F portfolio, value $568,211.

    13F-HR 0001095449-25-000056 filed by Delta Investment Management, 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 7,076 shares
    Change vs previous 13F -244 shares

    0.1% of the 13F portfolio, value $507,986.

    13F-HR 0001095449-25-000035 filed by Delta Investment Management, 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 7,320 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $514,157.

    13F-HR 0001095449-25-000007 filed by Delta Investment Management, 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 7,320 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $413,507.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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