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Disclosery

Diligent Investors, LLC: WFC position timeline

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

Diligent Investors, LLC held 16,609 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,609 shares
    Change vs previous 13F +15 shares

    0.31% of the 13F portfolio, value $1,372,538.

    13F-HR 0001549042-26-000003 filed by Diligent Investors, 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 16,594 shares
    Change vs previous 13F +14 shares

    0.33% of the 13F portfolio, value $1,321,038.

    13F-HR 0001549042-26-000002 filed by Diligent Investors, 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 16,580 shares
    Change vs previous 13F +14 shares

    0.38% of the 13F portfolio, value $1,545,231.

    13F-HR 0001549042-26-000001 filed by Diligent Investors, 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 16,566 shares
    Change vs previous 13F -448 shares

    0.35% of the 13F portfolio, value $1,388,540.

    13F-HR 0001549042-25-000002 filed by Diligent Investors, 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 17,014 shares
    Change vs previous 13F -86 shares

    0.32% of the 13F portfolio, value $1,363,167.

    13F-HR 0001085146-25-004025 filed by Diligent Investors, 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 17,100 shares
    Change vs previous 13F +114 shares

    0.3% of the 13F portfolio, value $1,227,588.

    13F-HR 0001085146-25-002036 filed by Diligent Investors, 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 16,986 shares
    Change vs previous 13F -1,086 shares

    0.27% of the 13F portfolio, value $1,193,119.

    13F-HR 0001085146-25-001488 filed by Diligent Investors, 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 18,072 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,020,913.

    13F-HR 0001085146-24-005295 filed by Diligent Investors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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