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Poehling Capital Management, INC.: WFC position timeline

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

Poehling Capital Management, INC. held 141,178 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,178 shares
    Change vs previous 13F +3,363 shares

    2.5% of the 13F portfolio, value $11,666,950.

    13F-HR 0001104659-26-084984 filed by Poehling Capital Management, INC.
    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 137,815 shares
    Change vs previous 13F -597 shares

    2.31% of the 13F portfolio, value $10,971,452.

    13F-HR 0001104659-26-046126 filed by Poehling Capital Management, INC.
    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 138,412 shares
    Change vs previous 13F -772 shares

    2.64% of the 13F portfolio, value $12,899,998.

    13F-HR 0001104659-26-011330 filed by Poehling Capital Management, INC.
    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 139,184 shares
    Change vs previous 13F -1,638 shares

    2.45% of the 13F portfolio, value $11,666,403.

    13F-HR 0001104659-25-106807 filed by Poehling Capital Management, INC.
    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 140,822 shares
    Change vs previous 13F -1,560 shares

    2.64% of the 13F portfolio, value $11,282,659.

    13F-HR 0001104659-25-075984 filed by Poehling Capital Management, INC.
    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 142,382 shares
    Change vs previous 13F -745 shares

    2.59% of the 13F portfolio, value $10,221,604.

    13F-HR 0001104659-25-043863 filed by Poehling Capital Management, INC.
    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 143,127 shares
    Change vs previous 13F -1,127 shares

    2.47% of the 13F portfolio, value $10,053,240.

    13F-HR 0001104659-25-014411 filed by Poehling Capital Management, INC.
    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 144,254 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $8,148,908.

    13F-HR 0001104659-24-117406 filed by Poehling Capital Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

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