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Disclosery

Peak Asset Management, LLC: WFC position timeline

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

Peak Asset Management, LLC held 29,178 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,178 shares
    Change vs previous 13F +14,332 shares

    0.35% of the 13F portfolio, value $2,411,270.

    13F-HR 0001062993-26-004338 filed by Peak Asset Management, 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 14,846 shares
    Change vs previous 13F -11,872 shares

    0.21% of the 13F portfolio, value $1,181,891.

    13F-HR 0001062993-26-002657 filed by Peak Asset Management, 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 26,718 shares
    Change vs previous 13F -773 shares

    0.42% of the 13F portfolio, value $2,490,118.

    13F-HR 0001062993-26-000643 filed by Peak Asset Management, 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 27,491 shares
    Change vs previous 13F -418 shares

    0.4% of the 13F portfolio, value $2,304,296.

    13F-HR 0001062993-25-016725 filed by Peak Asset Management, 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 27,909 shares
    Change vs previous 13F +196 shares

    0.41% of the 13F portfolio, value $2,236,070.

    13F-HR 0001062993-25-014438 filed by Peak Asset Management, 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 27,713 shares
    Change vs previous 13F -2,075 shares

    0.38% of the 13F portfolio, value $1,989,517.

    13F-HR 0001062993-25-008726 filed by Peak Asset Management, 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 29,788 shares
    Change vs previous 13F -115 shares

    0.39% of the 13F portfolio, value $2,092,310.

    13F-HR 0001062993-25-002525 filed by Peak Asset Management, 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 29,903 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,689,221.

    13F-HR 0001062993-24-018370 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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