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Disclosery

EASTERLY INVESTMENT PARTNERS LLC: WFC position timeline

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

EASTERLY INVESTMENT PARTNERS LLC held 66,000 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,000 shares
    Change vs previous 13F +66,000 shares

    0.28% of the 13F portfolio, value $5,454,240.

    13F-HR 0001214659-26-008851 filed by EASTERLY INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -30,873 shares

    13F-HR 0001214659-25-006854 filed by EASTERLY INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 30,873 shares
    Change vs previous 13F -8,000 shares

    0.17% of the 13F portfolio, value $2,168,520.

    13F-HR 0001214659-25-002436 filed by EASTERLY INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 38,873 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,195,936.

    13F-HR 0001214659-24-018238 filed by EASTERLY INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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