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Optas, LLC: WFC position timeline

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

Optas, LLC held 9,721 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,721 shares
    Change vs previous 13F +658 shares

    0.11% of the 13F portfolio, value $803,345.

    13F-HR 0001802961-26-000004 filed by Optas, 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 9,063 shares
    Change vs previous 13F -207 shares

    0.11% of the 13F portfolio, value $721,502.

    13F-HR 0001802961-26-000002 filed by Optas, 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 9,270 shares
    Change vs previous 13F +774 shares

    0.14% of the 13F portfolio, value $863,964.

    13F-HR 0001802961-26-000001 filed by Optas, 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 8,496 shares
    Change vs previous 13F +1,807 shares

    0.12% of the 13F portfolio, value $712,131.

    13F-HR 0001802961-25-000004 filed by Optas, 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 6,689 shares
    Change vs previous 13F -6,151 shares

    0.1% of the 13F portfolio, value $535,922.

    13F-HR 0001085146-25-004086 filed by Optas, 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 12,840 shares
    Change vs previous 13F +6,548 shares

    0.16% of the 13F portfolio, value $921,781.

    13F-HR 0001085146-25-002171 filed by Optas, 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 6,292 shares
    Change vs previous 13F +1,185 shares

    0.1% of the 13F portfolio, value $441,949.

    13F-HR 0001085146-25-000492 filed by Optas, 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 5,107 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $288,496.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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