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KARPAS STRATEGIES, LLC: WFC position timeline

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

KARPAS STRATEGIES, LLC held 62,605 WFC shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 62,605 shares
    Change vs previous 13F -3,865 shares

    1.17% of the 13F portfolio, value $3,718,098.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 66,470 shares
    Change vs previous 13F +243 shares

    1.2% of the 13F portfolio, value $3,852,617.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 66,227 shares
    Change vs previous 13F +301 shares

    1.08% of the 13F portfolio, value $3,259,692.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 65,926 shares
    Change vs previous 13F -4,678 shares

    0.99% of the 13F portfolio, value $2,693,754.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 70,604 shares
    Change vs previous 13F +277 shares

    1.02% of the 13F portfolio, value $3,013,395.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 70,327 shares
    Change vs previous 13F +247 shares

    0.93% of the 13F portfolio, value $2,628,826.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 70,080 shares
    Change vs previous 13F +48 shares

    1.02% of the 13F portfolio, value $2,893,615.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 70,032 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,817,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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