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Pflug Koory, LLC: WFC position timeline

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

Pflug Koory, LLC held 21,657 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,657 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,789,734.

    13F-HR 0001740063-26-000003 filed by Pflug Koory, 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 21,657 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,724,114.

    13F-HR 0001740063-26-000002 filed by Pflug Koory, 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 21,657 shares
    Change vs previous 13F -34 shares

    0.94% of the 13F portfolio, value $2,018,432.

    13F-HR 0001740063-26-000001 filed by Pflug Koory, 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 21,691 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $1,818,140.

    13F-HR 0001740063-25-000006 filed by Pflug Koory, 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 21,691 shares
    Change vs previous 13F -50 shares

    0.88% of the 13F portfolio, value $1,737,883.

    13F-HR 0001740063-25-000005 filed by Pflug Koory, 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 21,741 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,560,786.

    13F-HR 0001740063-25-000004 filed by Pflug Koory, 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 21,741 shares
    Change vs previous 13F -20 shares

    0.77% of the 13F portfolio, value $1,527,088.

    13F-HR 0001740063-25-000002 filed by Pflug Koory, 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 21,761 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,229,279.

    13F-HR 0001740063-25-000001 filed by Pflug Koory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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