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Disclosery

M.E. ALLISON & CO., INC.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M.E. ALLISON & CO., INC. on WFC, newest first. How the timeline and the estimate are built.

M.E. ALLISON & CO., INC. held 18,787 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,787 shares
    Change vs previous 13F +2 shares

    0.84% of the 13F portfolio, value $1,503,916.

    13F-HR 0001085146-26-000838 filed by M.E. ALLISON & CO., INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,785 shares
    Change vs previous 13F +2 shares

    0.89% of the 13F portfolio, value $1,552,401.

    13F-HR 0001619532-26-000005 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,783 shares
    Change vs previous 13F +2 shares

    0.99% of the 13F portfolio, value $1,495,315.

    13F-HR 0001619532-26-000004 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,781 shares
    Change vs previous 13F +2 shares

    1.19% of the 13F portfolio, value $1,750,391.

    13F-HR 0001619532-26-000002 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,779 shares
    Change vs previous 13F +27 shares

    1.1% of the 13F portfolio, value $1,574,069.

    13F-HR 0001085146-25-005826 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,752 shares
    Change vs previous 13F -633 shares

    1.21% of the 13F portfolio, value $1,502,428.

    13F-HR 0001085146-25-004172 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,385 shares
    Change vs previous 13F +1 shares

    1.38% of the 13F portfolio, value $1,391,701.

    13F-HR 0001085146-25-002185 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,384 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,361,477.

    13F-HR 0001085146-25-000266 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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