ParenteBeard Wealth Management, LLC: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ParenteBeard Wealth Management, LLC on WFC, newest first. How the timeline and the estimate are built.
ParenteBeard Wealth Management, LLC held 0 WFC shares at 2014-12-31 per its 13F-HR filed 2015-01-28.
the latest 13F is the newest step
- period ended2014-12-3113F 0 sharesChange vs previous 13F -7,038 shares
13F-HR 0001515072-15-000001 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2014-09-3013F 7,038 sharesChange vs previous 13F +3,450 shares
0.15% of the 13F portfolio, value $365,000.
13F-HR 0001515072-14-000004 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-06-3013F 3,588 sharesChange vs previous 13F -865 shares
0.08% of the 13F portfolio, value $189,000.
13F-HR 0001515072-14-000003 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-03-3113F 4,453 sharesChange vs previous 13F +8 shares
0.11% of the 13F portfolio, value $221,492.
13F-HR 0001515072-14-000002 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-12-3113F 4,445 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $202,000.
13F-HR 0001515072-14-000001 filed by ParenteBeard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).