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Larry Mathis Financial Planning, LLC: WFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Larry Mathis Financial Planning, LLC on WFG, newest first. How the timeline and the estimate are built.

Larry Mathis Financial Planning, LLC held 4,361 WFG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,361 shares
    Change vs previous 13F -2,542 shares

    0.22% of the 13F portfolio, value $295,196.

    13F-HR/A 0001754960-26-000632 filed by Larry Mathis Financial Planning, 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 6,903 shares
    Change vs previous 13F +86 shares

    0.4% of the 13F portfolio, value $450,697.

    13F-HR 0001754960-26-000292 filed by Larry Mathis Financial Planning, 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 6,817 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $416,587.

    13F-HR 0001754960-26-000194 filed by Larry Mathis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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