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M&R CAPITAL MANAGEMENT INC: WFC position timeline

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

M&R CAPITAL MANAGEMENT INC held 5,006 WFC shares at 2024-09-30 per its 13F-HR filed 2024-10-02.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 5,006 shares
    Change vs previous 13F +1,044 shares

    0.06% of the 13F portfolio, value $282,794.

    13F-HR 0001214659-24-016992 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 3,962 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $235,281.

    13F-HR 0001214659-24-011825 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 3,954 shares
    Change vs previous 13F -1,255 shares

    0.06% of the 13F portfolio, value $228,751.

    13F-HR 0001214659-24-005825 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 5,209 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $256,405.

    13F-HR 0001214659-24-000039 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 5,199 shares
    Change vs previous 13F -389 shares

    0.06% of the 13F portfolio, value $212,426.

    13F-HR 0001214659-23-013282 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 5,588 shares
    Change vs previous 13F -190 shares

    0.06% of the 13F portfolio, value $238,498.

    13F-HR 0001057395-23-000003 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 5,778 shares
    Change vs previous 13F -999 shares

    0.06% of the 13F portfolio, value $216,005.

    13F-HR 0001057395-23-000002 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 6,777 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $279,851.

    13F-HR 0001057395-23-000001 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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