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IAMS WEALTH MANAGEMENT, LLC: WFC position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 35,009 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,009 shares
    Change vs previous 13F +2,311 shares

    0.87% of the 13F portfolio, value $2,893,436.

    13F-HR 0001998182-26-000003 filed by IAMS WEALTH MANAGEMENT, LLC
    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 32,698 shares
    Change vs previous 13F +5,124 shares

    0.91% of the 13F portfolio, value $2,603,355.

    13F-HR 0001998182-26-000002 filed by IAMS WEALTH 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 27,574 shares
    Change vs previous 13F -2,956 shares

    0.93% of the 13F portfolio, value $2,570,239.

    13F-HR 0001998182-26-000001 filed by IAMS WEALTH 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 30,530 shares
    Change vs previous 13F -953 shares

    1.03% of the 13F portfolio, value $2,559,246.

    13F-HR 0001998182-25-000003 filed by IAMS WEALTH 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 31,483 shares
    Change vs previous 13F -2,528 shares

    1.16% of the 13F portfolio, value $2,522,536.

    13F-HR 0001085146-25-003783 filed by IAMS WEALTH 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 34,011 shares
    Change vs previous 13F -970 shares

    1.12% of the 13F portfolio, value $2,441,695.

    13F-HR 0001085146-25-001999 filed by IAMS WEALTH MANAGEMENT, LLC
    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 34,981 shares
    Change vs previous 13F -164 shares

    1.13% of the 13F portfolio, value $2,457,194.

    13F-HR 0001085146-25-000432 filed by IAMS WEALTH 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 35,145 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,985,415.

    13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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