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Disclosery

HoyleCohen, LLC: WFC position timeline

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

HoyleCohen, LLC held 28,933 WFC shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 28,933 shares
    Change vs previous 13F +462 shares

    0.13% of the 13F portfolio, value $1,718,308.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 28,471 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $1,650,142.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 28,469 shares
    Change vs previous 13F +1,569 shares

    0.11% of the 13F portfolio, value $1,401,201.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 26,900 shares
    Change vs previous 13F -258 shares

    0.1% of the 13F portfolio, value $1,099,148.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 27,158 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $1,159,118.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 27,156 shares
    Change vs previous 13F -653 shares

    0.09% of the 13F portfolio, value $1,015,092.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 27,809 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,148,230.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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