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Pointe Capital Management LLC: WFC position timeline

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

Pointe Capital Management LLC held 10,967 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 10,967 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $906,313.

    13F-HR 0001640335-26-000004 filed by Pointe Capital 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 10,967 shares
    Change vs previous 13F -465 shares

    0.43% of the 13F portfolio, value $873,083.

    13F-HR 0001640335-26-000003 filed by Pointe Capital 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 11,432 shares
    Change vs previous 13F -1,099 shares

    0.53% of the 13F portfolio, value $1,065,462.

    13F-HR 0001640335-26-000001 filed by Pointe Capital 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 12,531 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,050,348.

    13F-HR 0001640335-25-000006 filed by Pointe Capital 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 12,531 shares
    Change vs previous 13F +71 shares

    0.52% of the 13F portfolio, value $1,003,983.

    13F-HR 0001640335-25-000005 filed by Pointe Capital 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 12,460 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $894,503.

    13F-HR 0001640335-25-000002 filed by Pointe Capital 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/A 12,460 shares
    Change vs previous 13F +164 shares

    0.5% of the 13F portfolio, value $875,190.

    13F-HR/A 0001640335-25-000001 filed by Pointe Capital 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 12,296 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $694,601.

    13F-HR 0001639695-24-000005 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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