Skip to content
Disclosery

Focused Wealth Management, Inc: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on WFC, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 11,675 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,675 shares
    Change vs previous 13F +2,050 shares

    0.09% of the 13F portfolio, value $964,840.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 9,625 shares
    Change vs previous 13F +5,161 shares

    0.08% of the 13F portfolio, value $766,252.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 4,464 shares
    Change vs previous 13F -486 shares

    0.04% of the 13F portfolio, value $416,003.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 4,950 shares
    Change vs previous 13F +2,334 shares

    0.04% of the 13F portfolio, value $414,910.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 2,616 shares
    Change vs previous 13F +2,616 shares

    0.03% of the 13F portfolio, value $209,579.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,415 shares

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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.

  7. period ended2024-09-30
    13F 1,415 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $79,932.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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