Skip to content
Disclosery

McAdam, LLC: WFC position timeline

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

McAdam, LLC held 9,723 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 9,723 shares
    Change vs previous 13F +1,367 shares

    0.03% of the 13F portfolio, value $803,491.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 8,356 shares
    Change vs previous 13F -799 shares

    0.03% of the 13F portfolio, value $665,221.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 9,155 shares
    Change vs previous 13F -91 shares

    0.04% of the 13F portfolio, value $853,245.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 9,246 shares
    Change vs previous 13F +1,029 shares

    0.04% of the 13F portfolio, value $774,994.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 8,217 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $658,338.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 8,467 shares
    Change vs previous 13F +2,244 shares

    0.04% of the 13F portfolio, value $607,836.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 6,223 shares
    Change vs previous 13F +596 shares

    0.02% of the 13F portfolio, value $437,092.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 5,627 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $317,866.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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