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Graypoint LLC: WFC position timeline

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

Graypoint LLC held 16,707 WFC shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 16,707 shares
    Change vs previous 13F -997 shares

    0.08% of the 13F portfolio, value $1,338,575.

    13F-HR 0000950123-25-006388 filed by Graypoint LLC
    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 17,704 shares
    Change vs previous 13F -494 shares

    0.08% of the 13F portfolio, value $1,270,975.

    13F-HR 0000950123-25-003985 filed by Graypoint LLC
    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 18,198 shares
    Change vs previous 13F +1,860 shares

    0.08% of the 13F portfolio, value $1,278,229.

    13F-HR 0000950123-25-000207 filed by Graypoint LLC
    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 16,338 shares
    Change vs previous 13F +75 shares

    0.06% of the 13F portfolio, value $922,932.

    13F-HR 0000950123-24-010105 filed by Graypoint LLC
    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 16,263 shares
    Change vs previous 13F +570 shares

    0.07% of the 13F portfolio, value $965,854.

    13F-HR 0000950123-24-006953 filed by Graypoint LLC
    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 15,693 shares
    Change vs previous 13F +689 shares

    0.07% of the 13F portfolio, value $909,558.

    13F-HR 0000950123-24-003715 filed by Graypoint LLC
    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 15,004 shares
    Change vs previous 13F +2,052 shares

    0.06% of the 13F portfolio, value $738,483.

    13F-HR 0000950123-24-000428 filed by Graypoint LLC
    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 12,952 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $529,223.

    13F-HR 0000950123-23-009032 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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