Osborn Williams & Donohoe LLC: WFC position timeline

Osborn Williams & Donohoe LLC held 17,426 WFC shares at 2020-03-31 per its 13F-HR/A filed 2020-05-06.

the latest 13F is the newest step

1. period ended2020-03-31

   13F/A 17,426 shares

   Change vs previous 13F -16,490 shares

   0.07% of the 13F portfolio, value $500,000.

   13F-HR/A 0001583000-20-000003 filed by Osborn Williams & Donohoe LLC
   Filed 2020-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

2. period ended2019-12-31

   13F 33,916 shares

   Change vs previous 13F -10,806 shares

   0.18% of the 13F portfolio, value $1,825,000.

   13F-HR 0001583000-20-000001 filed by Osborn Williams & Donohoe LLC
   Filed 2020-03-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

3. period ended2019-09-30

   13F 44,722 shares

   Change vs previous 13F -3,412 shares

   0.23% of the 13F portfolio, value $2,256,000.

   13F-HR 0001583000-19-000004 filed by Osborn Williams & Donohoe LLC
   Filed 2019-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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

4. period ended2019-06-30

   13F 48,134 shares

   Change vs previous 13F -12,954 shares

   0.23% of the 13F portfolio, value $2,278,000.

   13F-HR 0001583000-19-000003 filed by Osborn Williams & Donohoe LLC
   Filed 2019-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

5. period ended2019-03-31

   13F 61,088 shares

   Change vs previous 13F +9,766 shares

   0.3% of the 13F portfolio, value $2,916,000.

   13F-HR 0001583000-19-000002 filed by Osborn Williams & Donohoe LLC
   Filed 2019-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

6. period ended2018-12-31

   13F 51,322 shares

   Change vs previous 13F -10,114 shares

   0.42% of the 13F portfolio, value $2,365,000.

   13F-HR 0001583000-19-000001 filed by Osborn Williams & Donohoe LLC
   Filed 2019-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

7. period ended2018-09-30

   13F 61,436 shares

   Change vs previous 13F -1,757 shares

   0.5% of the 13F portfolio, value $3,229,000.

   13F-HR 0001583000-18-000005 filed by Osborn Williams & Donohoe LLC
   Filed 2018-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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

8. period ended2018-06-30

   13F 63,193 shares

   Change vs previous 13F not available

   0.59% of the 13F portfolio, value $3,503,000.

   13F-HR 0001583000-18-000004 filed by Osborn Williams & Donohoe LLC
   Filed 2018-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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