HRC WEALTH MANAGEMENT, LLC: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HRC WEALTH MANAGEMENT, LLC on WFC, newest first. How the timeline and the estimate are built.
HRC WEALTH MANAGEMENT, LLC held 3,836 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,836 sharesChange vs previous 13F +1 shares
0.13% of the 13F portfolio, value $317,043.
13F-HR 0001172661-26-002576 filed by HRC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,835 sharesChange vs previous 13F +3 shares
0.14% of the 13F portfolio, value $305,334.
13F-HR 0001172661-26-001695 filed by HRC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,832 sharesChange vs previous 13F +11 shares
0.17% of the 13F portfolio, value $357,171.
13F-HR 0001172661-26-000243 filed by HRC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,821 sharesChange vs previous 13F +10 shares
0.16% of the 13F portfolio, value $320,304.
13F-HR 0001172661-25-004294 filed by HRC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,811 sharesChange vs previous 13F +11 shares
0.16% of the 13F portfolio, value $305,328.
13F-HR 0001172661-25-002668 filed by HRC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,800 sharesChange vs previous 13F +11 shares
0.17% of the 13F portfolio, value $272,777.
13F-HR 0001172661-25-001722 filed by HRC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,789 sharesChange vs previous 13F +10 shares
0.16% of the 13F portfolio, value $266,147.
13F-HR 0001172661-25-000686 filed by HRC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,779 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $213,490.
13F-HR 0001172661-24-004563 filed by HRC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).