&PARTNERS: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on WFC, newest first. How the timeline and the estimate are built.
&PARTNERS held 199,406 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 199,406 sharesChange vs previous 13F +6,843 shares
0.07% of the 13F portfolio, value $16,468,255.
13F-HR 0001214659-26-010148 filed by &PARTNERS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 192,563 sharesChange vs previous 13F +24,478 shares
0.08% of the 13F portfolio, value $15,315,484.
13F-HR 0001214659-26-006256 filed by &PARTNERS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 168,085 sharesChange vs previous 13F +22,950 shares
0.08% of the 13F portfolio, value $15,668,306.
13F-HR 0001214659-26-001828 filed by &PARTNERS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 145,135 sharesChange vs previous 13F +14,040 shares
0.08% of the 13F portfolio, value $12,163,873.
13F-HR 0001214659-25-016487 filed by &PARTNERS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 131,095 sharesChange vs previous 13F +26,568 shares
0.08% of the 13F portfolio, value $10,496,247.
13F-HR 0001214659-25-012047 filed by &PARTNERS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 104,527 sharesChange vs previous 13F -6,465 shares
0.08% of the 13F portfolio, value $7,389,763.
13F-HR 0001214659-25-007673 filed by &PARTNERS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 110,992 sharesChange vs previous 13F +25,614 shares
0.09% of the 13F portfolio, value $7,913,046.
13F-HR 0001214659-25-002647 filed by &PARTNERS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 85,378 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $4,823,657.
13F-HR 0001214659-24-018930 filed by &PARTNERS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).