GLOBALT Investments LLC / GA: WFC position timeline

GLOBALT Investments LLC / GA held 79,491 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 79,491 shares

   Change vs previous 13F -35,689 shares

   0.22% of the 13F portfolio, value $6,569,107.

   13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 115,180 shares

   Change vs previous 13F -5,386 shares

   0.33% of the 13F portfolio, value $9,169,452.

   13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 120,566 shares

   Change vs previous 13F -2,393 shares

   0.41% of the 13F portfolio, value $11,236,719.

   13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 122,959 shares

   Change vs previous 13F -1,762 shares

   0.38% of the 13F portfolio, value $10,306,394.

   13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 124,721 shares

   Change vs previous 13F -6,131 shares

   0.38% of the 13F portfolio, value $9,992,618.

   13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 130,852 shares

   Change vs previous 13F +1,612 shares

   0.38% of the 13F portfolio, value $9,393,840.

   13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 129,240 shares

   Change vs previous 13F +27,211 shares

   0.35% of the 13F portfolio, value $9,077,793.

   13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 102,029 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $5,763,598.

   13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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