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Kanaly Trust Co: WFC position timeline

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

Kanaly Trust Co held 41,566 WFC shares at 2016-12-31 per its 13F-HR filed 2017-01-23.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 41,566 shares
    Change vs previous 13F +8,717 shares

    0.49% of the 13F portfolio, value $2,291,000.

    13F-HR 0001085825-17-000003 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 32,849 shares
    Change vs previous 13F -480 shares

    0.31% of the 13F portfolio, value $1,455,000.

    13F-HR 0001085825-16-000023 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 33,329 shares
    Change vs previous 13F -541 shares

    0.32% of the 13F portfolio, value $1,577,000.

    13F-HR 0001085825-16-000021 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 33,870 shares
    Change vs previous 13F +256 shares

    0.33% of the 13F portfolio, value $1,638,000.

    13F-HR 0001085825-16-000019 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 33,614 shares
    Change vs previous 13F -128 shares

    0.37% of the 13F portfolio, value $1,827,000.

    13F-HR 0001085825-16-000015 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 33,742 shares
    Change vs previous 13F -703 shares

    0.38% of the 13F portfolio, value $1,733,000.

    13F-HR 0001085825-15-000011 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 34,445 shares
    Change vs previous 13F +1,222 shares

    0.38% of the 13F portfolio, value $1,937,000.

    13F-HR 0001085825-15-000008 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 33,223 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,807,000.

    13F-HR 0001085825-15-000006 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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