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Disclosery

Fiduciary Group, LLC: WFC position timeline

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

Fiduciary Group, LLC held 21,547 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,547 shares
    Change vs previous 13F -86 shares

    0.14% of the 13F portfolio, value $1,780,632.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 21,633 shares
    Change vs previous 13F -279 shares

    0.15% of the 13F portfolio, value $1,722,166.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 21,912 shares
    Change vs previous 13F -660 shares

    0.17% of the 13F portfolio, value $2,042,156.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 22,572 shares
    Change vs previous 13F -1,122 shares

    0.17% of the 13F portfolio, value $1,891,959.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 23,694 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $1,898,343.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
    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 23,692 shares
    Change vs previous 13F -140 shares

    0.17% of the 13F portfolio, value $1,700,837.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 23,832 shares
    Change vs previous 13F -1,858 shares

    0.17% of the 13F portfolio, value $1,673,964.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 25,690 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,451,241.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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