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Disclosery

MOTCO: WFC position timeline

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

MOTCO held 1,719 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,719 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $142,058.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 1,651 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $131,436.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 1,681 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $156,669.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 1,681 shares
    Change vs previous 13F +1,536 shares

    0.01% of the 13F portfolio, value $140,902.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 145 shares
    Change vs previous 13F -263 shares

    <0.01% of the 13F portfolio, value $11,691.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 408 shares
    Change vs previous 13F +326 shares

    <0.01% of the 13F portfolio, value $29,291.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 82 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $5,760.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 1,082 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $61,122.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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