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North Berkeley Wealth Management, LLC: WFC position timeline

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

North Berkeley Wealth Management, LLC held 4,727 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,727 shares
    Change vs previous 13F -25 shares

    0.16% of the 13F portfolio, value $390,640.

    13F-HR 0001172661-26-002865 filed by North Berkeley Wealth 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 4,752 shares
    Change vs previous 13F +185 shares

    0.2% of the 13F portfolio, value $378,307.

    13F-HR 0001172661-26-002248 filed by North Berkeley Wealth 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 4,567 shares
    Change vs previous 13F +365 shares

    0.25% of the 13F portfolio, value $425,645.

    13F-HR 0001172661-26-000580 filed by North Berkeley Wealth 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 4,202 shares
    Change vs previous 13F -309 shares

    0.28% of the 13F portfolio, value $352,188.

    13F-HR 0001172661-25-004580 filed by North Berkeley Wealth 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 4,511 shares
    Change vs previous 13F -2,186 shares

    0.33% of the 13F portfolio, value $361,399.

    13F-HR 0001172661-25-003212 filed by North Berkeley Wealth 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 6,697 shares
    Change vs previous 13F -595 shares

    0.5% of the 13F portfolio, value $480,806.

    13F-HR 0001172661-25-003209 filed by North Berkeley Wealth 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 7,292 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $512,207.

    13F-HR 0001172661-25-001380 filed by North Berkeley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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