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Lummis Asset Management, LP: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lummis Asset Management, LP on WFC, newest first. How the timeline and the estimate are built.

Lummis Asset Management, LP held 30,788 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,788 shares
    Change vs previous 13F -334 shares

    1.53% of the 13F portfolio, value $2,561,256.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    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 31,122 shares
    Change vs previous 13F -1,461 shares

    1.49% of the 13F portfolio, value $2,493,526.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    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 32,583 shares
    Change vs previous 13F -767 shares

    1.87% of the 13F portfolio, value $3,036,736.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    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 33,350 shares
    Change vs previous 13F -145 shares

    1.84% of the 13F portfolio, value $2,795,397.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    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 33,495 shares
    Change vs previous 13F -256 shares

    1.75% of the 13F portfolio, value $2,669,841.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    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 33,751 shares
    Change vs previous 13F +6,192 shares

    1.68% of the 13F portfolio, value $2,418,250.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    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 27,559 shares
    Change vs previous 13F -515 shares

    2.45% of the 13F portfolio, value $1,935,744.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    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 28,074 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $1,585,900.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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