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Disclosery

NEOS Investment Management LLC: WFC position timeline

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

NEOS Investment Management LLC held 507,034 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 507,034 shares
    Change vs previous 13F +50,003 shares

    0.15% of the 13F portfolio, value $41,901,290.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management LLC
    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 457,031 shares
    Change vs previous 13F +9,511 shares

    0.18% of the 13F portfolio, value $36,384,238.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management LLC
    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 447,520 shares
    Change vs previous 13F +51,888 shares

    0.24% of the 13F portfolio, value $41,708,864.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management LLC
    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 395,632 shares
    Change vs previous 13F +136,757 shares

    0.25% of the 13F portfolio, value $33,161,875.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management LLC
    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 258,875 shares
    Change vs previous 13F +32,874 shares

    0.26% of the 13F portfolio, value $20,741,065.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management LLC
    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 226,001 shares
    Change vs previous 13F +43,875 shares

    0.31% of the 13F portfolio, value $16,224,612.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management LLC
    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 182,126 shares
    Change vs previous 13F +10,563 shares

    0.3% of the 13F portfolio, value $12,792,530.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management LLC
    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 171,563 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,691,594.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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