MinichMacGregor Wealth Management, LLC: WFC position timeline

MinichMacGregor Wealth Management, LLC held 3,212 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,212 shares

   Change vs previous 13F -200 shares

   0.04% of the 13F portfolio, value $265,440.

   13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,412 shares

   Change vs previous 13F -2,946 shares

   0.05% of the 13F portfolio, value $271,629.

   13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,358 shares

   Change vs previous 13F +1,502 shares

   0.11% of the 13F portfolio, value $592,566.

   13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,856 shares

   Change vs previous 13F +11 shares

   0.08% of the 13F portfolio, value $407,030.

   13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,845 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $388,181.

   13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,845 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $347,823.

   13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,845 shares

   Change vs previous 13F +677 shares

   0.07% of the 13F portfolio, value $340,313.

   13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,168 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $235,450.

   13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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