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HALSEY ASSOCIATES INC/CT: WFC position timeline

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

HALSEY ASSOCIATES INC/CT held 5,201 WFC shares at 2019-09-30 per its 13F-HR filed 2019-11-15.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 5,201 shares
    Change vs previous 13F +5,201 shares

    0.04% of the 13F portfolio, value $262,000.

    13F-HR 0001034188-19-000004 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-06-30
    13F 0 shares
    Change vs previous 13F -9,401 shares

    13F-HR 0001034188-19-000003 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2019-03-31
    13F 9,401 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $454,000.

    13F-HR 0001034188-19-000002 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-12-31
    13F 9,401 shares
    Change vs previous 13F +9,401 shares

    0.08% of the 13F portfolio, value $433,000.

    13F-HR 0001034188-19-000001 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-06-30
    13F 0 shares
    Change vs previous 13F -9,401 shares

    13F-HR 0001034188-18-000003 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2018-03-31
    13F 9,401 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $493,000.

    13F-HR 0001034188-18-000002 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-12-31
    13F 9,501 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $576,000.

    13F-HR 0001034188-18-000001 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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