Harold Davidson & Associates Inc.: WFC position timeline

Harold Davidson & Associates Inc. held 14,644 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 14,644 shares

   Change vs previous 13F -6,669 shares

   0.52% of the 13F portfolio, value $1,210,199.

   13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates Inc.
   Filed 2026-07-15 (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 21,313 shares

   Change vs previous 13F -5,746 shares

   0.82% of the 13F portfolio, value $1,696,699.

   13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates Inc.
   Filed 2026-04-30 (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 27,059 shares

   Change vs previous 13F +198 shares

   1.12% of the 13F portfolio, value $2,521,906.

   13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates Inc.
   Filed 2026-02-11 (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 26,861 shares

   Change vs previous 13F +9,440 shares

   1.02% of the 13F portfolio, value $2,251,451.

   13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
   Filed 2025-11-07 (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 17,421 shares

   Change vs previous 13F not available

   0.9% of the 13F portfolio, value $1,395,771.

   13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates Inc.
   Filed 2025-08-11 (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).