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Disclosery

FOSTER & MOTLEY INC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on WFC, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 11,772 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 11,772 shares
    Change vs previous 13F +6,431 shares

    0.04% of the 13F portfolio, value $973,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY 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 5,341 shares
    Change vs previous 13F +2,077 shares

    0.02% of the 13F portfolio, value $425,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY 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 3,264 shares
    Change vs previous 13F -98 shares

    0.02% of the 13F portfolio, value $304,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY 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 3,362 shares
    Change vs previous 13F +369 shares

    0.02% of the 13F portfolio, value $282,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY 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 2,993 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $240,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    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 2,962 shares
    Change vs previous 13F -159 shares

    0.01% of the 13F portfolio, value $213,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
    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 3,121 shares
    Change vs previous 13F -1,991 shares

    0.01% of the 13F portfolio, value $219,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
    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 5,112 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $289,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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