LYNCH & ASSOCIATES/IN: WFC position timeline

LYNCH & ASSOCIATES/IN held 7,158 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,158 shares

   Change vs previous 13F -5 shares

   0.1% of the 13F portfolio, value $591,537.

   13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
   Filed 2026-07-13 (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 7,163 shares

   Change vs previous 13F +450 shares

   0.11% of the 13F portfolio, value $570,246.

   13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
   Filed 2026-04-08 (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 6,713 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $625,652.

   13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
   Filed 2026-01-07 (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 6,713 shares

   Change vs previous 13F -16 shares

   0.11% of the 13F portfolio, value $562,684.

   13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
   Filed 2025-10-07 (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 6,729 shares

   Change vs previous 13F +135 shares

   0.11% of the 13F portfolio, value $539,127.

   13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
   Filed 2025-07-15 (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 6,594 shares

   Change vs previous 13F -12 shares

   0.1% of the 13F portfolio, value $473,383.

   13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
   Filed 2025-04-17 (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 6,606 shares

   Change vs previous 13F -647 shares

   0.1% of the 13F portfolio, value $464,005.

   13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
   Filed 2025-01-10 (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 7,253 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $409,722.

   13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
   Filed 2024-10-15 (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).