Skip to content
Disclosery

Frank, Rimerman Advisors LLC: WFC position timeline

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

Frank, Rimerman Advisors LLC held 30,494 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,494 shares
    Change vs previous 13F -5,577 shares

    0.14% of the 13F portfolio, value $2,520,024.

    13F-HR 0001172661-26-002823 filed by Frank, Rimerman Advisors 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 36,071 shares
    Change vs previous 13F -1,027 shares

    0.19% of the 13F portfolio, value $2,871,612.

    13F-HR 0001172661-26-001573 filed by Frank, Rimerman Advisors 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 37,098 shares
    Change vs previous 13F +3,774 shares

    0.22% of the 13F portfolio, value $3,457,534.

    13F-HR 0001172661-26-000203 filed by Frank, Rimerman Advisors 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 33,324 shares
    Change vs previous 13F +3,086 shares

    0.18% of the 13F portfolio, value $2,793,218.

    13F-HR 0001172661-25-004566 filed by Frank, Rimerman Advisors 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 30,238 shares
    Change vs previous 13F +6,858 shares

    0.16% of the 13F portfolio, value $2,422,669.

    13F-HR 0001172661-25-002995 filed by Frank, Rimerman Advisors 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 23,380 shares
    Change vs previous 13F +2,848 shares

    0.13% of the 13F portfolio, value $1,678,450.

    13F-HR 0001172661-25-001659 filed by Frank, Rimerman Advisors 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 20,532 shares
    Change vs previous 13F +449 shares

    0.1% of the 13F portfolio, value $1,442,168.

    13F-HR 0001172661-25-000600 filed by Frank, Rimerman Advisors 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 20,083 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,134,489.

    13F-HR 0001172661-24-004348 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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