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Disclosery

Grassi Investment Management: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on WFC, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 185,369 WFC shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 185,369 shares
    Change vs previous 13F +3 shares

    1.18% of the 13F portfolio, value $14,852,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 185,366 shares
    Change vs previous 13F -1,247 shares

    1.23% of the 13F portfolio, value $13,307,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 186,613 shares
    Change vs previous 13F -5,497 shares

    1.12% of the 13F portfolio, value $13,108,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 192,110 shares
    Change vs previous 13F -896 shares

    0.94% of the 13F portfolio, value $10,852,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 193,006 shares
    Change vs previous 13F -996 shares

    1.02% of the 13F portfolio, value $11,463,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 194,002 shares
    Change vs previous 13F +3 shares

    1.02% of the 13F portfolio, value $11,244,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 193,999 shares
    Change vs previous 13F -2,020 shares

    1% of the 13F portfolio, value $9,549,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 196,019 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $8,009,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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