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Disclosery

Family Manage LLC: WFC position timeline

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

Family Manage LLC held 49,501 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,501 shares
    Change vs previous 13F +1,302 shares

    0.43% of the 13F portfolio, value $4,090,763.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 48,199 shares
    Change vs previous 13F +173 shares

    0.46% of the 13F portfolio, value $3,837,122.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 48,026 shares
    Change vs previous 13F +41,548 shares

    0.57% of the 13F portfolio, value $4,476,023.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 6,478 shares
    Change vs previous 13F +2,142 shares

    0.08% of the 13F portfolio, value $542,986.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 4,336 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $347,400.

    13F-HR 0001398344-25-015679 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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