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Quadrant Private Wealth Management, LLC: WFC position timeline

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

Quadrant Private Wealth Management, LLC held 0 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -10,819 shares

    13F-HR 0001725547-26-000263 filed by Quadrant Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 10,819 shares
    Change vs previous 13F +148 shares

    0.13% of the 13F portfolio, value $861,335.

    13F-HR 0001725547-26-000168 filed by Quadrant Private Wealth 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 10,671 shares
    Change vs previous 13F -40 shares

    0.16% of the 13F portfolio, value $994,526.

    13F-HR 0001725547-26-000052 filed by Quadrant Private Wealth 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 10,711 shares
    Change vs previous 13F +1,105 shares

    0.16% of the 13F portfolio, value $897,831.

    13F-HR 0001725547-25-004204 filed by Quadrant Private Wealth 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 9,606 shares
    Change vs previous 13F +116 shares

    0.16% of the 13F portfolio, value $769,625.

    13F-HR 0001725547-25-003656 filed by Quadrant Private Wealth 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 9,490 shares
    Change vs previous 13F -390 shares

    0.17% of the 13F portfolio, value $681,317.

    13F-HR 0001725547-25-001943 filed by Quadrant Private Wealth 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 9,880 shares
    Change vs previous 13F +460 shares

    0.17% of the 13F portfolio, value $693,971.

    13F-HR 0001725547-25-000268 filed by Quadrant Private Wealth 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 9,420 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $532,136.

    13F-HR 0001725547-24-006345 filed by Quadrant Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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