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EAGLE WEALTH STRATEGIES LLC: WFC position timeline

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

EAGLE WEALTH STRATEGIES LLC held 3,290 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,290 shares
    Change vs previous 13F -140 shares

    0.1% of the 13F portfolio, value $271,886.

    13F-HR 0001951757-26-000962 filed by EAGLE WEALTH STRATEGIES 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 3,430 shares
    Change vs previous 13F -95 shares

    0.12% of the 13F portfolio, value $273,062.

    13F-HR 0001951757-26-000565 filed by EAGLE WEALTH STRATEGIES 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 3,525 shares
    Change vs previous 13F -38 shares

    0.15% of the 13F portfolio, value $328,530.

    13F-HR 0001951757-26-000006 filed by EAGLE WEALTH STRATEGIES 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 3,563 shares
    Change vs previous 13F -36 shares

    0.15% of the 13F portfolio, value $298,651.

    13F-HR 0001951757-25-001331 filed by EAGLE WEALTH STRATEGIES 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 3,599 shares
    Change vs previous 13F -20 shares

    0.16% of the 13F portfolio, value $288,352.

    13F-HR 0001951757-25-000881 filed by EAGLE WEALTH STRATEGIES 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 3,619 shares
    Change vs previous 13F +7 shares

    0.16% of the 13F portfolio, value $259,808.

    13F-HR 0001951757-25-000342 filed by EAGLE WEALTH STRATEGIES 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 3,612 shares
    Change vs previous 13F +57 shares

    0.18% of the 13F portfolio, value $253,707.

    13F-HR 0001951757-25-000062 filed by EAGLE WEALTH STRATEGIES 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 3,555 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $200,822.

    13F-HR 0001951757-24-000988 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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