Skip to content
Disclosery

Michels Family Financial, LLC: WFRD position timeline

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

Michels Family Financial, LLC held 6,781 WFRD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,781 shares
    Change vs previous 13F -28 shares

    0.35% of the 13F portfolio, value $552,652.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 6,809 shares
    Change vs previous 13F -704 shares

    0.46% of the 13F portfolio, value $643,995.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 7,513 shares
    Change vs previous 13F -294 shares

    0.43% of the 13F portfolio, value $587,967.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 7,807 shares
    Change vs previous 13F +1,091 shares

    0.42% of the 13F portfolio, value $534,233.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 6,716 shares
    Change vs previous 13F +76 shares

    0.29% of the 13F portfolio, value $337,882.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 6,640 shares
    Change vs previous 13F -129 shares

    0.32% of the 13F portfolio, value $355,572.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 6,769 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $484,863.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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