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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: WFC position timeline

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

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC held 264,493 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,493 shares
    Change vs previous 13F -93,681 shares

    0.12% of the 13F portfolio, value $2,004,027.

    13F-HR 0001420506-26-001267 filed by INTERNATIONAL ASSETS INVESTMENT 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 358,174 shares
    Change vs previous 13F -445,302 shares

    0.1% of the 13F portfolio, value $1,484,764.

    13F-HR 0001420506-26-000777 filed by INTERNATIONAL ASSETS INVESTMENT 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 803,476 shares
    Change vs previous 13F +788,959 shares

    0.15% of the 13F portfolio, value $2,139,139.

    13F-HR 0001420506-26-000135 filed by INTERNATIONAL ASSETS INVESTMENT 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 14,517 shares
    Change vs previous 13F +14,517 shares

    0.1% of the 13F portfolio, value $1,182,966.

    13F-HR 0001420506-25-002953 filed by INTERNATIONAL ASSETS INVESTMENT 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 0 shares
    Change vs previous 13F -947,716 shares

    13F-HR 0001420506-25-001602 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 947,716 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,054,759.

    13F-HR 0001420506-25-000802 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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