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Disclosery

Hilton Capital Management, LLC: WFC position timeline

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

Hilton Capital Management, LLC held 0 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -98,541 shares

    13F-HR 0001172661-26-003054 filed by Hilton Capital Management, LLC
    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.

  2. period ended2026-03-31
    13F 98,541 shares
    Change vs previous 13F +2,609 shares

    0.59% of the 13F portfolio, value $7,844,900.

    13F-HR 0001172661-26-001990 filed by Hilton Capital Management, LLC
    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 95,932 shares
    Change vs previous 13F +24,778 shares

    0.67% of the 13F portfolio, value $8,940,882.

    13F-HR 0001172661-26-000671 filed by Hilton Capital Management, LLC
    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 71,154 shares
    Change vs previous 13F +25,519 shares

    0.48% of the 13F portfolio, value $5,964,132.

    13F-HR 0001172661-25-004728 filed by Hilton Capital Management, LLC
    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 45,635 shares
    Change vs previous 13F +45,635 shares

    0.29% of the 13F portfolio, value $3,656,276.

    13F-HR 0001172661-25-003438 filed by Hilton Capital Management, LLC
    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 0 shares
    Change vs previous 13F -154,936 shares

    13F-HR 0001172661-25-001740 filed by Hilton Capital Management, LLC
    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.

  7. period ended2024-12-31
    13F 154,936 shares
    Change vs previous 13F -20,263 shares

    0.94% of the 13F portfolio, value $10,882,770.

    13F-HR 0001172661-25-000595 filed by Hilton Capital Management, LLC
    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 175,199 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $9,896,978.

    13F-HR 0001839882-24-038450 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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