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Disclosery

InvesTrust: WFC position timeline

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

InvesTrust held 36,665 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,665 shares
    Change vs previous 13F -1,406 shares

    1.17% of the 13F portfolio, value $3,029,995.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 38,071 shares
    Change vs previous 13F -1,636 shares

    1.27% of the 13F portfolio, value $3,030,832.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 39,707 shares
    Change vs previous 13F -2,574 shares

    1.43% of the 13F portfolio, value $3,700,692.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 42,281 shares
    Change vs previous 13F -91 shares

    1.3% of the 13F portfolio, value $3,543,993.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 42,372 shares
    Change vs previous 13F -63,657 shares

    1.31% of the 13F portfolio, value $3,394,845.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 106,029 shares
    Change vs previous 13F -10,764 shares

    2.08% of the 13F portfolio, value $7,611,822.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 116,793 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $8,209,973.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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