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Disclosery

ERn Financial, LLC: WFC position timeline

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

ERn Financial, LLC held 3,799 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 3,799 shares
    Change vs previous 13F +1,217 shares

    0.05% of the 13F portfolio, value $313,948.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 2,582 shares
    Change vs previous 13F +2,582 shares

    0.04% of the 13F portfolio, value $205,553.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 0 shares
    Change vs previous 13F -2,441 shares

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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.

  4. period ended2025-09-30
    13F 2,441 shares
    Change vs previous 13F +2,441 shares

    0.04% of the 13F portfolio, value $204,631.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 0 shares
    Change vs previous 13F -4,814 shares

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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.

  6. period ended2025-03-31
    13F 4,814 shares
    Change vs previous 13F -67 shares

    0.05% of the 13F portfolio, value $345,570.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 4,881 shares
    Change vs previous 13F -2,514 shares

    0.05% of the 13F portfolio, value $342,861.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 7,395 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $417,733.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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