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Mine & Arao Wealth Creation & Management, LLC.: WFC position timeline

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

Mine & Arao Wealth Creation & Management, LLC. held 33,013 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,013 shares
    Change vs previous 13F +662 shares

    0.99% of the 13F portfolio, value $2,728,167.

    13F-HR 0002085853-26-000829 filed by Mine & Arao Wealth Creation & Management, 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 32,351 shares
    Change vs previous 13F -59 shares

    1.08% of the 13F portfolio, value $2,575,475.

    13F-HR 0002085853-26-000537 filed by Mine & Arao Wealth Creation & Management, 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 32,410 shares
    Change vs previous 13F +122 shares

    1.18% of the 13F portfolio, value $3,020,657.

    13F-HR 0002085853-26-000097 filed by Mine & Arao Wealth Creation & Management, 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 32,288 shares
    Change vs previous 13F +133 shares

    1.1% of the 13F portfolio, value $2,706,345.

    13F-HR 0002085853-25-000152 filed by Mine & Arao Wealth Creation & Management, 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 32,155 shares
    Change vs previous 13F +5 shares

    1.15% of the 13F portfolio, value $2,576,250.

    13F-HR 0001667731-25-000998 filed by Mine & Arao Wealth Creation & Management, 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 32,150 shares
    Change vs previous 13F -28 shares

    1.13% of the 13F portfolio, value $2,308,028.

    13F-HR 0001667731-25-000575 filed by Mine & Arao Wealth Creation & Management, 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 32,178 shares
    Change vs previous 13F -216 shares

    1.04% of the 13F portfolio, value $2,260,158.

    13F-HR 0001667731-25-000103 filed by Mine & Arao Wealth Creation & Management, 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 32,394 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,829,948.

    13F-HR 0001802994-24-000002 filed by Mine & Arao Wealth Creation & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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