KLINGENSTEIN FIELDS & CO LP: WFC position timeline

KLINGENSTEIN FIELDS & CO LP held 4,901 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,901 shares

   Change vs previous 13F -10 shares

   0.01% of the 13F portfolio, value $405,019.

   13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,911 shares

   Change vs previous 13F +11 shares

   0.02% of the 13F portfolio, value $390,965.

   13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,900 shares

   Change vs previous 13F +2 shares

   0.02% of the 13F portfolio, value $456,711.

   13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,898 shares

   Change vs previous 13F -20 shares

   0.02% of the 13F portfolio, value $410,538.

   13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,918 shares

   Change vs previous 13F -288 shares

   0.02% of the 13F portfolio, value $393,994.

   13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 5,206 shares

   Change vs previous 13F +98 shares

   0.02% of the 13F portfolio, value $373,730.

   13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 5,108 shares

   Change vs previous 13F +278 shares

   0.01% of the 13F portfolio, value $358,812.

   13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,830 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $272,859.

   13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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