PacWest Financial Management Inc: WFC position timeline

PacWest Financial Management Inc held 44,534 WFC shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

1. period ended2016-12-31

   13F 44,534 shares

   Change vs previous 13F -1,400 shares

   1.45% of the 13F portfolio, value $24,542,000.

   13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
   Filed 2017-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

2. period ended2016-09-30

   13F 45,934 shares

   Change vs previous 13F -561 shares

   1.25% of the 13F portfolio, value $2,034,000.

   13F-HR 0001304762-16-000008 filed by PacWest Financial Management Inc
   Filed 2016-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

3. period ended2016-06-30

   13F 46,495 shares

   Change vs previous 13F +4,230 shares

   1.37% of the 13F portfolio, value $2,201,000.

   13F-HR 0001304762-16-000007 filed by PacWest Financial Management Inc
   Filed 2016-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

4. period ended2016-03-31

   13F 42,265 shares

   Change vs previous 13F +3,910 shares

   1.32% of the 13F portfolio, value $2,043,000.

   13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
   Filed 2016-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

5. period ended2015-12-31

   13F 38,355 shares

   Change vs previous 13F +3,500 shares

   1.4% of the 13F portfolio, value $2,085,000.

   13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
   Filed 2016-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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

6. period ended2015-09-30

   13F 34,855 shares

   Change vs previous 13F +1,756 shares

   1.32% of the 13F portfolio, value $1,790,000.

   13F-HR 0001304762-15-000004 filed by PacWest Financial Management Inc
   Filed 2015-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

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

7. period ended2015-06-30

   13F 33,099 shares

   Change vs previous 13F +520 shares

   1.31% of the 13F portfolio, value $1,861,000.

   13F-HR 0001304762-15-000003 filed by PacWest Financial Management Inc
   Filed 2015-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC

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

8. period ended2015-03-31

   13F 32,579 shares

   Change vs previous 13F not available

   1.25% of the 13F portfolio, value $1,772,000.

   13F-HR 0001304762-15-000002 filed by PacWest Financial Management Inc
   Filed 2015-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC

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