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Disclosery

MARSHWINDS ADVISORY CO: WFC position timeline

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

MARSHWINDS ADVISORY CO held 14,191 WFC shares at 2018-12-31 per its 13F-HR filed 2019-01-07.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 14,191 shares
    Change vs previous 13F +10 shares

    0.35% of the 13F portfolio, value $654,000.

    13F-HR 0001281011-19-000001 filed by MARSHWINDS ADVISORY CO
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-09-30
    13F 14,181 shares
    Change vs previous 13F +359 shares

    0.34% of the 13F portfolio, value $745,000.

    13F-HR 0001281011-18-000004 filed by MARSHWINDS ADVISORY CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-06-30
    13F 13,822 shares
    Change vs previous 13F +13,822 shares

    0.36% of the 13F portfolio, value $766,000.

    13F-HR 0001281011-18-000003 filed by MARSHWINDS ADVISORY CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -3,805 shares

    13F-HR 0001281011-18-000001 filed by MARSHWINDS ADVISORY CO
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2017-09-30
    13F 3,805 shares
    Change vs previous 13F -4,104 shares

    0.1% of the 13F portfolio, value $210,000.

    13F-HR 0001281011-17-000004 filed by MARSHWINDS ADVISORY CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 7,909 shares
    Change vs previous 13F -330 shares

    0.21% of the 13F portfolio, value $438,000.

    13F-HR 0001281011-17-000003 filed by MARSHWINDS ADVISORY CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-03-31
    13F 8,239 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $459,000.

    13F-HR 0001281011-17-000002 filed by MARSHWINDS ADVISORY CO
    Filed (acceptance time not in the bulk data set), ingested

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