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Disclosery

Keel Point, LLC: WFC position timeline

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

Keel Point, LLC held 11,550 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,550 shares
    Change vs previous 13F +378 shares

    0.06% of the 13F portfolio, value $954,487.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 11,172 shares
    Change vs previous 13F -8,370 shares

    0.06% of the 13F portfolio, value $889,383.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 19,542 shares
    Change vs previous 13F +1,919 shares

    0.11% of the 13F portfolio, value $1,821,331.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 17,623 shares
    Change vs previous 13F -197 shares

    0.09% of the 13F portfolio, value $1,477,192.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 17,820 shares
    Change vs previous 13F +3,677 shares

    0.09% of the 13F portfolio, value $1,427,723.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 14,143 shares
    Change vs previous 13F +3,658 shares

    0.08% of the 13F portfolio, value $1,015,342.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 10,485 shares
    Change vs previous 13F +2,172 shares

    0.06% of the 13F portfolio, value $736,447.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 8,313 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $469,583.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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