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Kovitz Investment Group, LLC: WFC position timeline

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

Kovitz Investment Group, LLC held 824,170 WFC shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 824,170 shares
    Change vs previous 13F -4,944 shares

    2.77% of the 13F portfolio, value $44,802,000.

    13F-HR 0001398344-16-009921 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 829,114 shares
    Change vs previous 13F -1,264 shares

    2.51% of the 13F portfolio, value $42,575,000.

    13F-HR 0001398344-15-008088 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 830,378 shares
    Change vs previous 13F -11,409 shares

    2.62% of the 13F portfolio, value $46,701,000.

    13F-HR 0001398344-15-005336 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 841,787 shares
    Change vs previous 13F -266,025 shares

    2.56% of the 13F portfolio, value $45,793,000.

    13F-HR 0001398344-15-003329 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 1,107,812 shares
    Change vs previous 13F -38,137 shares

    3% of the 13F portfolio, value $60,731,000.

    13F-HR 0001398344-15-001054 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 1,145,949 shares
    Change vs previous 13F -15,263 shares

    3.08% of the 13F portfolio, value $59,382,000.

    13F-HR 0001398344-14-005916 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 1,161,212 shares
    Change vs previous 13F -703,423 shares

    3.22% of the 13F portfolio, value $61,034,000.

    13F-HR 0001398344-14-004198 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 1,864,635 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $73,221,000.

    13F-HR 0001398344-14-002834 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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