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Disclosery

Fort Point Capital Partners LLC: WFC position timeline

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

Fort Point Capital Partners LLC held 19,987 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 19,987 shares
    Change vs previous 13F +9,999 shares

    0.17% of the 13F portfolio, value $1,621,503.

    13F-HR 0001589282-26-000006 filed by Fort Point Capital Partners 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 9,988 shares
    Change vs previous 13F +4,262 shares

    0.1% of the 13F portfolio, value $795,165.

    13F-HR 0001589282-26-000004 filed by Fort Point Capital Partners 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 5,726 shares
    Change vs previous 13F +5,726 shares

    0.06% of the 13F portfolio, value $509,385.

    13F-HR 0001589282-26-000002 filed by Fort Point Capital Partners 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 0 shares
    Change vs previous 13F -6,762 shares

    13F-HR 0001589282-25-000005 filed by Fort Point Capital Partners 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.

  5. period ended2025-06-30
    13F 6,762 shares
    Change vs previous 13F -197 shares

    0.05% of the 13F portfolio, value $541,771.

    13F-HR 0001879202-25-000030 filed by Fort Point Capital Partners 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 6,959 shares
    Change vs previous 13F -634 shares

    0.06% of the 13F portfolio, value $499,587.

    13F-HR 0001879202-25-000016 filed by Fort Point Capital Partners 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 7,593 shares
    Change vs previous 13F -957 shares

    0.06% of the 13F portfolio, value $533,332.

    13F-HR 0001879202-25-000002 filed by Fort Point Capital Partners 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 8,550 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $482,990.

    13F-HR 0001879202-24-000058 filed by Fort Point Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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