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Disclosery

Kathmere Capital Management, LLC: WFC position timeline

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

Kathmere Capital Management, LLC held 17,179 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,179 shares
    Change vs previous 13F -4,714 shares

    0.08% of the 13F portfolio, value $1,419,700.

    13F-HR 0001794543-26-000011 filed by Kathmere 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 21,893 shares
    Change vs previous 13F +846 shares

    0.11% of the 13F portfolio, value $1,742,928.

    13F-HR 0001794543-26-000005 filed by Kathmere 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 21,047 shares
    Change vs previous 13F +4,914 shares

    0.13% of the 13F portfolio, value $1,961,611.

    13F-HR 0001794543-26-000001 filed by Kathmere 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 16,133 shares
    Change vs previous 13F -98 shares

    0.1% of the 13F portfolio, value $1,352,296.

    13F-HR 0001794543-25-000010 filed by Kathmere 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 16,231 shares
    Change vs previous 13F +1,593 shares

    0.1% of the 13F portfolio, value $1,300,454.

    13F-HR 0001794543-25-000008 filed by Kathmere 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 14,638 shares
    Change vs previous 13F -431 shares

    0.09% of the 13F portfolio, value $1,050,858.

    13F-HR 0001794543-25-000007 filed by Kathmere 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 15,069 shares
    Change vs previous 13F +4,802 shares

    0.1% of the 13F portfolio, value $1,058,422.

    13F-HR 0001794543-25-000001 filed by Kathmere 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 10,267 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $579,973.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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