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Disclosery

Monument Capital Management: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monument Capital Management on WFC, newest first. How the timeline and the estimate are built.

Monument Capital Management held 11,227 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,227 shares
    Change vs previous 13F -426 shares

    0.19% of the 13F portfolio, value $898,721.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,653 shares
    Change vs previous 13F +2,566 shares

    0.19% of the 13F portfolio, value $963,004.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,087 shares
    Change vs previous 13F -91 shares

    0.18% of the 13F portfolio, value $723,416.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,178 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $855,390.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,178 shares
    Change vs previous 13F -921 shares

    0.19% of the 13F portfolio, value $769,300.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,099 shares
    Change vs previous 13F +137 shares

    0.21% of the 13F portfolio, value $809,132.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,962 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $715,172.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,962 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $699,731.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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