MJP ASSOCIATES INC /ADV: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MJP ASSOCIATES INC /ADV on WFC, newest first. How the timeline and the estimate are built.

MJP ASSOCIATES INC /ADV held 4,595 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 4,595 shares
Change vs previous 13F +796 shares
0.04% of the 13F portfolio, value $379,698.
13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
Filed 2026-08-11 (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).
period ended2026-03-31
13F 3,799 shares
Change vs previous 13F -183 shares
0.04% of the 13F portfolio, value $302,466.
13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES INC /ADV
Filed 2026-05-05 (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).
period ended2025-12-31
13F 3,982 shares
Change vs previous 13F +327 shares
0.05% of the 13F portfolio, value $371,088.
13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES INC /ADV
Filed 2026-02-06 (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).
period ended2025-09-30
13F 3,655 shares
Change vs previous 13F +240 shares
0.04% of the 13F portfolio, value $306,365.
13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES INC /ADV
Filed 2025-11-07 (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).
period ended2025-06-30
13F 3,415 shares
Change vs previous 13F +351 shares
0.04% of the 13F portfolio, value $273,625.
13F-HR 0001765380-25-000318 filed by MJP ASSOCIATES INC /ADV
Filed 2025-08-08 (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).
period ended2025-03-31
13F 3,064 shares
Change vs previous 13F -1,217 shares
0.04% of the 13F portfolio, value $220,000.
13F-HR 0001765380-25-000155 filed by MJP ASSOCIATES INC /ADV
Filed 2025-04-30 (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).
period ended2024-12-31
13F 4,281 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $300,679.
13F-HR 0001765380-25-000110 filed by MJP ASSOCIATES INC /ADV
Filed 2025-02-14 (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).