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Disclosery

Eaton Financial Holdings Company, LLC: WFC position timeline

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

Eaton Financial Holdings Company, LLC held 20,887 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,887 shares
    Change vs previous 13F +2,104 shares

    0.47% of the 13F portfolio, value $1,726,110.

    13F-HR 0002085853-26-000933 filed by Eaton Financial Holdings Company, 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 18,783 shares
    Change vs previous 13F +999 shares

    0.49% of the 13F portfolio, value $1,495,341.

    13F-HR 0002085853-26-000379 filed by Eaton Financial Holdings Company, 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 17,784 shares
    Change vs previous 13F -1,399 shares

    0.45% of the 13F portfolio, value $1,657,477.

    13F-HR 0002085853-26-000226 filed by Eaton Financial Holdings Company, 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 19,183 shares
    Change vs previous 13F -205 shares

    0.45% of the 13F portfolio, value $1,607,937.

    13F-HR 0002085853-25-000285 filed by Eaton Financial Holdings Company, 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 19,388 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,553,360.

    13F-HR 0001667731-25-000806 filed by Eaton Financial Holdings Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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