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Disclosery

Monterey Private Wealth, Inc.: WFC position timeline

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

Monterey Private Wealth, Inc. held 3,601 WFC shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,601 shares
    Change vs previous 13F -1,175 shares

    0.08% of the 13F portfolio, value $258,483.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 4,776 shares
    Change vs previous 13F +795 shares

    0.11% of the 13F portfolio, value $335,493.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,981 shares
    Change vs previous 13F +12 shares

    0.08% of the 13F portfolio, value $224,877.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 3,969 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $235,747.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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