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Disclosery

ORG Partners LLC: WFC position timeline

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

ORG Partners LLC held 2,783 WFC shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,783 shares
    Change vs previous 13F -12 shares

    0.05% of the 13F portfolio, value $259,429.

    13F-HR 0001979372-26-000001 filed by ORG Partners 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 2,795 shares
    Change vs previous 13F -1,824 shares

    0.04% of the 13F portfolio, value $234,326.

    13F-HR 0001979372-25-000008 filed by ORG Partners 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 4,619 shares
    Change vs previous 13F +3,086 shares

    0.08% of the 13F portfolio, value $375,126.

    13F-HR 0001979372-25-000004 filed by ORG Partners 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 1,533 shares
    Change vs previous 13F +266 shares

    0.03% of the 13F portfolio, value $109,828.

    13F-HR 0002032602-25-000002 filed by ORG Partners 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 1,267 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $89,069.

    13F-HR 0001979372-25-000001 filed by ORG Partners 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 1,261 shares
    Change vs previous 13F -1,429 shares

    0.01% of the 13F portfolio, value $71,270.

    13F-HR 0001979372-24-000004 filed by ORG Partners 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 2,690 shares
    Change vs previous 13F +2,474 shares

    0.02% of the 13F portfolio, value $161,864.

    13F-HR 0001979372-24-000003 filed by ORG Partners 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 216 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,482.

    13F-HR 0001979372-24-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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