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Disclosery

McMill Wealth Management: WFC position timeline

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

McMill Wealth Management held 3,491 WFC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,491 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $288,496.

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth Management
    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 3,491 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $277,919.

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    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 3,491 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $325,361.

    13F-HR 0002056447-26-000001 filed by McMill Wealth Management
    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 3,491 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $292,616.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    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 3,491 shares
    Change vs previous 13F +12 shares

    0.09% of the 13F portfolio, value $279,961.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    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 3,479 shares
    Change vs previous 13F +30 shares

    0.09% of the 13F portfolio, value $249,757.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    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 3,449 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $242,258.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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