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FORTRESS PRIVATE LEDGER, LLC: WFC position timeline

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

FORTRESS PRIVATE LEDGER, LLC held 10,185 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 10,185 shares
    Change vs previous 13F +6,854 shares

    0.23% of the 13F portfolio, value $841,673.

    13F-HR 0001718251-26-000014 filed by FORTRESS PRIVATE LEDGER, 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 3,331 shares
    Change vs previous 13F -13,908 shares

    0.08% of the 13F portfolio, value $265,150.

    13F-HR 0001718251-26-000009 filed by FORTRESS PRIVATE LEDGER, 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 17,239 shares
    Change vs previous 13F +3,561 shares

    0.53% of the 13F portfolio, value $1,606,691.

    13F-HR 0001718251-26-000007 filed by FORTRESS PRIVATE LEDGER, 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 13,678 shares
    Change vs previous 13F +893 shares

    0.42% of the 13F portfolio, value $1,146,468.

    13F-HR 0001718251-25-000012 filed by FORTRESS PRIVATE LEDGER, 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 12,785 shares
    Change vs previous 13F +4,003 shares

    0.47% of the 13F portfolio, value $1,024,368.

    13F-HR 0001718251-25-000010 filed by FORTRESS PRIVATE LEDGER, 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 8,782 shares
    Change vs previous 13F +586 shares

    0.35% of the 13F portfolio, value $630,479.

    13F-HR 0001718251-25-000009 filed by FORTRESS PRIVATE LEDGER, 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 8,196 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $575,704.

    13F-HR 0001718251-25-000005 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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