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Disclosery

Heritage Family Offices, LLP: WFC position timeline

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

Heritage Family Offices, LLP held 22,998 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,998 shares
    Change vs previous 13F -4,284 shares

    0.73% of the 13F portfolio, value $1,900,555.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 27,282 shares
    Change vs previous 13F -5,518 shares

    0.96% of the 13F portfolio, value $2,171,885.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 32,800 shares
    Change vs previous 13F +19,869 shares

    1.39% of the 13F portfolio, value $3,056,953.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,931 shares
    Change vs previous 13F +38 shares

    0.5% of the 13F portfolio, value $1,083,844.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,893 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $911,379.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,893 shares
    Change vs previous 13F +18 shares

    0.47% of the 13F portfolio, value $925,561.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,875 shares
    Change vs previous 13F +18 shares

    0.45% of the 13F portfolio, value $904,346.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,857 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $726,289.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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