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DUMONT & BLAKE INVESTMENT ADVISORS LLC: WFC position timeline

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

DUMONT & BLAKE INVESTMENT ADVISORS LLC held 10,884 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,884 shares
    Change vs previous 13F -543 shares

    0.2% of the 13F portfolio, value $899,428.

    13F-HR 0001287618-26-000003 filed by DUMONT & BLAKE INVESTMENT 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 11,427 shares
    Change vs previous 13F -8 shares

    0.23% of the 13F portfolio, value $909,664.

    13F-HR 0001287618-26-000002 filed by DUMONT & BLAKE INVESTMENT 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 11,435 shares
    Change vs previous 13F +37 shares

    0.26% of the 13F portfolio, value $1,066,000.

    13F-HR 0001287618-26-000001 filed by DUMONT & BLAKE INVESTMENT 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 11,398 shares
    Change vs previous 13F +112 shares

    0.23% of the 13F portfolio, value $955,420.

    13F-HR 0001287618-25-000009 filed by DUMONT & BLAKE INVESTMENT 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 11,286 shares
    Change vs previous 13F +72 shares

    0.24% of the 13F portfolio, value $904,269.

    13F-HR 0001287618-25-000004 filed by DUMONT & BLAKE INVESTMENT 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 11,214 shares
    Change vs previous 13F +104 shares

    0.23% of the 13F portfolio, value $805,084.

    13F-HR 0001287618-25-000002 filed by DUMONT & BLAKE INVESTMENT 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 11,110 shares
    Change vs previous 13F +44 shares

    0.21% of the 13F portfolio, value $780,336.

    13F-HR 0001287618-25-000001 filed by DUMONT & BLAKE INVESTMENT 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 11,066 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $625,098.

    13F-HR 0001287618-24-000006 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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