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Disclosery

HYMAN CHARLES D: WFC position timeline

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

HYMAN CHARLES D held 34,951 WFC shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 34,951 shares
    Change vs previous 13F -850 shares

    0.12% of the 13F portfolio, value $2,076,000.

    13F-HR 0001135077-24-000003 filed by HYMAN CHARLES D
    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 35,801 shares
    Change vs previous 13F -2,099 shares

    0.11% of the 13F portfolio, value $2,075,000.

    13F-HR 0001135077-24-000002 filed by HYMAN CHARLES D
    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 37,900 shares
    Change vs previous 13F -1,949 shares

    0.11% of the 13F portfolio, value $1,865,000.

    13F-HR 0001135077-24-000001 filed by HYMAN CHARLES D
    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 39,849 shares
    Change vs previous 13F -2,036 shares

    0.11% of the 13F portfolio, value $1,628,000.

    13F-HR 0001135077-23-000004 filed by HYMAN CHARLES D
    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 41,885 shares
    Change vs previous 13F -1,255 shares

    0.11% of the 13F portfolio, value $1,788,000.

    13F-HR 0001135077-23-000003 filed by HYMAN CHARLES D
    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 43,140 shares
    Change vs previous 13F -6,940 shares

    0.11% of the 13F portfolio, value $1,613,000.

    13F-HR 0001135077-23-000002 filed by HYMAN CHARLES D
    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 50,080 shares
    Change vs previous 13F -651 shares

    0.14% of the 13F portfolio, value $2,068,000.

    13F-HR 0001135077-23-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 50,731 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,040,000.

    13F-HR 0001135077-22-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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