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Oldfather Financial Services, LLC: WFC position timeline

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

Oldfather Financial Services, LLC held 62,200 WFC shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 62,200 shares
    Change vs previous 13F +438 shares

    1.73% of the 13F portfolio, value $5,797,050.

    13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 61,762 shares
    Change vs previous 13F +3 shares

    1.61% of the 13F portfolio, value $5,176,877.

    13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 61,759 shares
    Change vs previous 13F +35 shares

    1.7% of the 13F portfolio, value $4,948,167.

    13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 61,724 shares
    Change vs previous 13F +2,119 shares

    1.68% of the 13F portfolio, value $4,431,175.

    13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 59,605 shares
    Change vs previous 13F -4,971 shares

    1.6% of the 13F portfolio, value $4,186,651.

    13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 64,576 shares
    Change vs previous 13F +21 shares

    1.4% of the 13F portfolio, value $3,647,881.

    13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 64,555 shares
    Change vs previous 13F +3 shares

    1.57% of the 13F portfolio, value $3,833,908.

    13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 64,552 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,741,452.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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