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Marble Harbor Investment Counsel, LLC: WFC position timeline

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

Marble Harbor Investment Counsel, LLC held 126,944 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,944 shares
    Change vs previous 13F -1,000 shares

    1.07% of the 13F portfolio, value $10,490,652.

    13F-HR 0001420506-26-001468 filed by Marble Harbor Investment Counsel, LLC
    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 127,944 shares
    Change vs previous 13F -2,260 shares

    1.1% of the 13F portfolio, value $10,185,622.

    13F-HR 0001420506-26-000852 filed by Marble Harbor Investment Counsel, LLC
    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 130,204 shares
    Change vs previous 13F +200 shares

    1.3% of the 13F portfolio, value $12,135,013.

    13F-HR 0001420506-26-000187 filed by Marble Harbor Investment Counsel, LLC
    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 130,004 shares
    Change vs previous 13F +400 shares

    1.14% of the 13F portfolio, value $10,896,935.

    13F-HR 0001420506-25-003045 filed by Marble Harbor Investment Counsel, LLC
    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 129,604 shares
    Change vs previous 13F -100 shares

    1.13% of the 13F portfolio, value $10,383,872.

    13F-HR 0001420506-25-001777 filed by Marble Harbor Investment Counsel, LLC
    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 129,704 shares
    Change vs previous 13F -800 shares

    1.05% of the 13F portfolio, value $9,311,450.

    13F-HR 0001420506-25-000945 filed by Marble Harbor Investment Counsel, LLC
    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 130,504 shares
    Change vs previous 13F +5,215 shares

    1.01% of the 13F portfolio, value $9,166,601.

    13F-HR 0001420506-25-000183 filed by Marble Harbor Investment Counsel, LLC
    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 125,289 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,077,576.

    13F-HR 0001420506-24-002250 filed by Marble Harbor Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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