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Disclosery

Formidable Asset Management, LLC: WFC position timeline

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

Formidable Asset Management, LLC held 15,434 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,434 shares
    Change vs previous 13F +913 shares

    0.2% of the 13F portfolio, value $1,228,734.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, 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 14,521 shares
    Change vs previous 13F +1,807 shares

    0.21% of the 13F portfolio, value $1,353,331.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, 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 12,714 shares
    Change vs previous 13F +6,381 shares

    0.16% of the 13F portfolio, value $1,065,695.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, 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 6,333 shares
    Change vs previous 13F +1,399 shares

    0.08% of the 13F portfolio, value $507,430.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, 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 4,934 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $354,192.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, 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 4,934 shares
    Change vs previous 13F -198 shares

    0.06% of the 13F portfolio, value $354,192.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, 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 5,132 shares
    Change vs previous 13F -299 shares

    0.06% of the 13F portfolio, value $360,482.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, 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 5,431 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $306,771.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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