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Premier Path Wealth Partners, LLC: WFC position timeline

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

Premier Path Wealth Partners, LLC held 28,987 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 28,987 shares
    Change vs previous 13F +744 shares

    0.28% of the 13F portfolio, value $2,395,526.

    13F-HR 0001999925-26-000003 filed by Premier Path Wealth Partners, 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 28,243 shares
    Change vs previous 13F -23 shares

    0.29% of the 13F portfolio, value $2,248,400.

    13F-HR 0001999925-26-000002 filed by Premier Path Wealth Partners, 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 28,266 shares
    Change vs previous 13F +2,708 shares

    0.34% of the 13F portfolio, value $2,634,432.

    13F-HR 0001999925-26-000001 filed by Premier Path Wealth Partners, 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 25,558 shares
    Change vs previous 13F +599 shares

    0.28% of the 13F portfolio, value $2,142,308.

    13F-HR 0001999925-25-000005 filed by Premier Path Wealth Partners, 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 24,959 shares
    Change vs previous 13F +1,593 shares

    0.28% of the 13F portfolio, value $1,999,750.

    13F-HR 0001956824-25-000008 filed by Premier Path Wealth Partners, 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 23,366 shares
    Change vs previous 13F +235 shares

    0.26% of the 13F portfolio, value $1,677,477.

    13F-HR 0001999925-25-000002 filed by Premier Path Wealth Partners, 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 23,131 shares
    Change vs previous 13F -20,835 shares

    0.25% of the 13F portfolio, value $1,624,752.

    13F-HR 0001999925-25-000001 filed by Premier Path Wealth Partners, 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 43,966 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,483,641.

    13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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