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Disclosery

Mattson Financial Services, LLC: WFC position timeline

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

Mattson Financial Services, LLC held 12,242 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,242 shares
    Change vs previous 13F +774 shares

    0.23% of the 13F portfolio, value $1,078,153.

    13F-HR 0002034595-26-000003 filed by Mattson Financial Services, 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 11,468 shares
    Change vs previous 13F +683 shares

    0.22% of the 13F portfolio, value $912,967.

    13F-HR 0002034595-26-000002 filed by Mattson Financial Services, 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 10,785 shares
    Change vs previous 13F -689 shares

    0.23% of the 13F portfolio, value $1,005,162.

    13F-HR 0002034595-26-000001 filed by Mattson Financial Services, 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 11,474 shares
    Change vs previous 13F +11,474 shares

    0.23% of the 13F portfolio, value $961,751.

    13F-HR 0002034595-25-000007 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -100 shares

    13F-HR 0002034595-25-000002 filed by Mattson Financial Services, LLC
    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.

  6. period ended2024-12-31
    13F 100 shares
    Change vs previous 13F -319 shares

    <0.01% of the 13F portfolio, value $5,649.

    13F-HR 0002034595-25-000001 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 419 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,884.

    13F-HR 0002034595-24-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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