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ISLAY CAPITAL MANAGEMENT, LLC: WFC position timeline

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

ISLAY CAPITAL MANAGEMENT, LLC held 33,134 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,134 shares
    Change vs previous 13F +469 shares

    1.29% of the 13F portfolio, value $2,738,194.

    13F-HR 0001941040-26-000586 filed by ISLAY CAPITAL 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 32,665 shares
    Change vs previous 13F +1,593 shares

    1.32% of the 13F portfolio, value $2,600,461.

    13F-HR 0001941040-26-000365 filed by ISLAY CAPITAL 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 31,072 shares
    Change vs previous 13F -483 shares

    1.7% of the 13F portfolio, value $2,895,910.

    13F-HR 0001941040-26-000161 filed by ISLAY CAPITAL 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 31,555 shares
    Change vs previous 13F +4,160 shares

    1.52% of the 13F portfolio, value $2,644,940.

    13F-HR 0001941040-25-000646 filed by ISLAY CAPITAL 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 27,395 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $2,194,887.

    13F-HR 0001941040-25-000455 filed by ISLAY CAPITAL 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 27,395 shares
    Change vs previous 13F +744 shares

    1.33% of the 13F portfolio, value $1,966,687.

    13F-HR 0001941040-25-000306 filed by ISLAY CAPITAL 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 26,651 shares
    Change vs previous 13F +1,216 shares

    1.3% of the 13F portfolio, value $1,871,966.

    13F-HR 0001941040-25-000146 filed by ISLAY CAPITAL 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/A 25,435 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,436,823.

    13F-HR/A 0001941040-24-000484 filed by ISLAY CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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