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Quantum Portfolio Management LLC: WFC position timeline

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

Quantum Portfolio Management LLC held 3,500 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 3,500 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $289,240.

    13F-HR 0001420506-26-001701 filed by Quantum Portfolio 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/A 3,500 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $278,635.

    13F-HR/A 0001172661-26-001580 filed by Quantum Portfolio 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 3,500 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $326,200.

    13F-HR 0001172661-26-000672 filed by Quantum Portfolio 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 3,500 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $293,370.

    13F-HR 0001172661-25-004476 filed by Quantum Portfolio 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 3,500 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $280,420.

    13F-HR 0001172661-25-003208 filed by Quantum Portfolio 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 3,500 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $251,265.

    13F-HR 0001172661-25-001852 filed by Quantum Portfolio 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 3,500 shares
    Change vs previous 13F +3,500 shares

    0.13% of the 13F portfolio, value $245,840.

    13F-HR 0001172661-25-000338 filed by Quantum Portfolio 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001172661-24-004357 filed by Quantum Portfolio 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.