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Disclosery

POTENTIA WEALTH: WFC position timeline

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

POTENTIA WEALTH held 16,050 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,050 shares
    Change vs previous 13F -1,062 shares

    0.54% of the 13F portfolio, value $1,326,372.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 17,112 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,362,287.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 17,112 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,594,838.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 17,112 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,434,328.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 17,112 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,371,014.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 17,112 shares
    Change vs previous 13F -5,000 shares

    0.58% of the 13F portfolio, value $1,228,470.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 22,112 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,553,147.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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