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Disclosery

IMS Capital Management: WFC position timeline

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

IMS Capital Management held 48,267 WFC shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 48,267 shares
    Change vs previous 13F -1,250 shares

    1.87% of the 13F portfolio, value $4,045,740.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 49,517 shares
    Change vs previous 13F +741 shares

    1.85% of the 13F portfolio, value $3,967,302.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 48,776 shares
    Change vs previous 13F -357 shares

    1.77% of the 13F portfolio, value $3,501,629.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 49,133 shares
    Change vs previous 13F 0 shares

    1.6% of the 13F portfolio, value $3,451,102.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 49,133 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $2,775,523.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 49,133 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $2,758,818.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 49,133 shares
    Change vs previous 13F -12,150 shares

    1.32% of the 13F portfolio, value $2,847,749.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 61,283 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,016,349.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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