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Drucker Wealth 3.0, LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Drucker Wealth 3.0, LLC on WFC, newest first. How the timeline and the estimate are built.

Drucker Wealth 3.0, LLC held 25,755 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,755 shares
    Change vs previous 13F -1,395 shares

    0.34% of the 13F portfolio, value $2,128,428.

    13F-HR 0002031642-26-000003 filed by Drucker Wealth 3.0, 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 27,150 shares
    Change vs previous 13F -1,126 shares

    0.38% of the 13F portfolio, value $2,161,378.

    13F-HR 0002031642-26-000002 filed by Drucker Wealth 3.0, 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 28,276 shares
    Change vs previous 13F -4,132 shares

    0.46% of the 13F portfolio, value $2,635,297.

    13F-HR 0002031642-26-000001 filed by Drucker Wealth 3.0, 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 32,408 shares
    Change vs previous 13F -27,003 shares

    0.48% of the 13F portfolio, value $2,716,463.

    13F-HR 0002031642-25-000007 filed by Drucker Wealth 3.0, 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 59,411 shares
    Change vs previous 13F -22,591 shares

    0.94% of the 13F portfolio, value $4,859,298.

    13F-HR 0002031642-25-000005 filed by Drucker Wealth 3.0, 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 82,002 shares
    Change vs previous 13F -5,601 shares

    1.3% of the 13F portfolio, value $5,886,944.

    13F-HR 0002031642-25-000004 filed by Drucker Wealth 3.0, 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/A 87,603 shares
    Change vs previous 13F -1,758 shares

    1.42% of the 13F portfolio, value $6,153,225.

    13F-HR/A 0002031642-25-000002 filed by Drucker Wealth 3.0, 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 89,361 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $5,047,985.

    13F-HR 0001835252-24-000004 filed by Drucker Wealth 3.0, LLC
    Filed (acceptance time not in the bulk data set), ingested

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