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Disclosery

Lourd Capital, LLC: WFC position timeline

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

Lourd Capital, LLC held 178,340 WFC shares at 2019-06-30 per its 13F-HR filed 2019-07-11.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 178,340 shares
    Change vs previous 13F +144,588 shares

    0.78% of the 13F portfolio, value $8,439,000.

    13F-HR 0001085146-19-001850 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-03-31
    13F 33,752 shares
    Change vs previous 13F -1,603,368 shares

    0.16% of the 13F portfolio, value $1,631,000.

    13F-HR 0001085146-19-001182 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-12-31
    13F 1,637,120 shares
    Change vs previous 13F -1,225 shares

    5.83% of the 13F portfolio, value $75,438,000.

    13F-HR 0001085146-19-000185 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-09-30
    13F 1,638,345 shares
    Change vs previous 13F -6,884 shares

    5.58% of the 13F portfolio, value $86,111,000.

    13F-HR 0001085146-18-002276 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-06-30
    13F 1,645,229 shares
    Change vs previous 13F -2,110 shares

    12.79% of the 13F portfolio, value $91,211,000.

    13F-HR 0001085146-18-001723 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-03-31
    13F 1,647,339 shares
    Change vs previous 13F -1,933 shares

    11.6% of the 13F portfolio, value $86,337,000.

    13F-HR 0001085146-18-001055 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-12-31
    13F 1,649,272 shares
    Change vs previous 13F +1,606,711 shares

    6.51% of the 13F portfolio, value $100,061,000.

    13F-HR 0001085146-18-000205 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-09-30
    13F 42,561 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,347,000.

    13F-HR 0001085146-17-002029 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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