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Disclosery

Parcion Private Wealth LLC: WFC position timeline

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

Parcion Private Wealth LLC held 61,395 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,395 shares
    Change vs previous 13F +3,557 shares

    0.28% of the 13F portfolio, value $5,073,683.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 57,838 shares
    Change vs previous 13F +85 shares

    0.29% of the 13F portfolio, value $4,604,483.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 57,753 shares
    Change vs previous 13F +395 shares

    0.33% of the 13F portfolio, value $5,382,580.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 57,358 shares
    Change vs previous 13F +311 shares

    0.3% of the 13F portfolio, value $4,807,748.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 57,047 shares
    Change vs previous 13F +131 shares

    0.33% of the 13F portfolio, value $4,570,606.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 56,916 shares
    Change vs previous 13F +82 shares

    0.33% of the 13F portfolio, value $4,086,000.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 56,834 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $3,992,020.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth 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 56,834 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,210,553.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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