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Disclosery

Ellenbecker Investment Group: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellenbecker Investment Group on WFC, newest first. How the timeline and the estimate are built.

Ellenbecker Investment Group held 4,402 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,402 shares
    Change vs previous 13F +114 shares

    0.04% of the 13F portfolio, value $363,840.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 4,288 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $341,386.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 4,278 shares
    Change vs previous 13F +294 shares

    0.06% of the 13F portfolio, value $398,774.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 3,984 shares
    Change vs previous 13F +20 shares

    0.05% of the 13F portfolio, value $333,987.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 3,964 shares
    Change vs previous 13F +20 shares

    0.05% of the 13F portfolio, value $317,655.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 3,944 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $283,145.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 3,925 shares
    Change vs previous 13F -493 shares

    0.05% of the 13F portfolio, value $275,727.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 4,418 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $249,575.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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