Skip to content
Disclosery

HOEY INVESTMENTS, INC: WFC position timeline

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

HOEY INVESTMENTS, INC held 122,048 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,048 shares
    Change vs previous 13F -14,869 shares

    1.33% of the 13F portfolio, value $10,086,047.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, INC
    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 136,917 shares
    Change vs previous 13F -5,275 shares

    1.61% of the 13F portfolio, value $10,899,963.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, INC
    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 142,192 shares
    Change vs previous 13F -1,201 shares

    1.8% of the 13F portfolio, value $13,252,295.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, INC
    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 143,393 shares
    Change vs previous 13F -565 shares

    1.63% of the 13F portfolio, value $12,019,202.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, INC
    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 143,958 shares
    Change vs previous 13F -8,270 shares

    1.73% of the 13F portfolio, value $11,533,916.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, INC
    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 152,228 shares
    Change vs previous 13F -10,988 shares

    2.17% of the 13F portfolio, value $10,928,449.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, INC
    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 163,216 shares
    Change vs previous 13F +19,620 shares

    1.95% of the 13F portfolio, value $11,464,292.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, INC
    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 143,596 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $8,528,167.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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