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Iron Horse Wealth Management, LLC: WFC position timeline

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

Iron Horse Wealth Management, LLC held 9,270 WFC shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 9,270 shares
    Change vs previous 13F -599 shares

    0.22% of the 13F portfolio, value $742,674.

    13F-HR 0001836270-25-000003 filed by Iron Horse 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 ended2025-03-31
    13F 9,869 shares
    Change vs previous 13F +52 shares

    0.23% of the 13F portfolio, value $708,485.

    13F-HR 0001836270-25-000002 filed by Iron Horse 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 ended2024-12-31
    13F 9,817 shares
    Change vs previous 13F +60 shares

    0.23% of the 13F portfolio, value $689,561.

    13F-HR 0001836270-25-000001 filed by Iron Horse 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 ended2024-09-30
    13F 9,757 shares
    Change vs previous 13F +126 shares

    0.19% of the 13F portfolio, value $551,148.

    13F-HR 0001836270-24-000005 filed by Iron Horse 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 ended2024-06-30
    13F 9,631 shares
    Change vs previous 13F -149 shares

    0.22% of the 13F portfolio, value $571,968.

    13F-HR 0001836270-24-000003 filed by Iron Horse 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 ended2024-03-31
    13F 9,780 shares
    Change vs previous 13F -225 shares

    0.22% of the 13F portfolio, value $566,849.

    13F-HR 0001836270-24-000002 filed by Iron Horse 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 ended2023-12-31
    13F 10,005 shares
    Change vs previous 13F -550 shares

    0.22% of the 13F portfolio, value $492,446.

    13F-HR 0001836270-24-000001 filed by Iron Horse 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 ended2023-09-30
    13F 10,555 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $431,277.

    13F-HR 0001836270-23-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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