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Douglass Winthrop Advisors, LLC: WFC position timeline

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

Douglass Winthrop Advisors, LLC held 15,466 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 15,466 shares
    Change vs previous 13F -246 shares

    0.02% of the 13F portfolio, value $1,278,110.

    13F-HR 0001308527-26-000003 filed by Douglass Winthrop Advisors, 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 15,712 shares
    Change vs previous 13F -182 shares

    0.02% of the 13F portfolio, value $1,250,832.

    13F-HR 0001308527-26-000002 filed by Douglass Winthrop Advisors, 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 15,894 shares
    Change vs previous 13F -414 shares

    0.03% of the 13F portfolio, value $1,481,321.

    13F-HR 0001308527-26-000001 filed by Douglass Winthrop Advisors, 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 16,308 shares
    Change vs previous 13F +908 shares

    0.02% of the 13F portfolio, value $1,366,937.

    13F-HR 0001308527-25-000007 filed by Douglass Winthrop Advisors, 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 15,400 shares
    Change vs previous 13F -107 shares

    0.02% of the 13F portfolio, value $1,233,848.

    13F-HR 0001308527-25-000004 filed by Douglass Winthrop Advisors, 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 15,507 shares
    Change vs previous 13F -885 shares

    0.02% of the 13F portfolio, value $1,113,248.

    13F-HR 0001308527-25-000003 filed by Douglass Winthrop Advisors, 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 16,392 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,151,374.

    13F-HR 0001308527-25-000002 filed by Douglass Winthrop Advisors, 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 16,392 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $925,984.

    13F-HR 0001308527-24-000009 filed by Douglass Winthrop Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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