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DKM Wealth Management, Inc.: WFC position timeline

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

DKM Wealth Management, Inc. held 7,293 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 7,293 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $583,805.

    13F-HR 0001085146-26-000874 filed by DKM Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,293 shares
    Change vs previous 13F -376 shares

    0.39% of the 13F portfolio, value $602,694.

    13F-HR 0002055833-26-000006 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,669 shares
    Change vs previous 13F +51 shares

    0.44% of the 13F portfolio, value $610,561.

    13F-HR 0002055833-26-000002 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,618 shares
    Change vs previous 13F +2 shares

    0.53% of the 13F portfolio, value $709,959.

    13F-HR 0002055833-26-000001 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,616 shares
    Change vs previous 13F +22 shares

    0.51% of the 13F portfolio, value $638,365.

    13F-HR 0001085146-25-005911 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,594 shares
    Change vs previous 13F +2 shares

    0.52% of the 13F portfolio, value $608,442.

    13F-HR 0001085146-25-003872 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 7,592 shares
    Change vs previous 13F +27 shares

    0.53% of the 13F portfolio, value $545,066.

    13F-HR 0001085146-25-002066 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,565 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $531,374.

    13F-HR 0001085146-25-001095 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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