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Quotient Wealth Partners, LLC: WFC position timeline

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

Quotient Wealth Partners, LLC held 14,325 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,325 shares
    Change vs previous 13F +520 shares

    0.03% of the 13F portfolio, value $1,183,842.

    13F-HR 0002004904-26-000004 filed by Quotient 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 13,805 shares
    Change vs previous 13F -1,063 shares

    0.03% of the 13F portfolio, value $1,099,032.

    13F-HR 0002004904-26-000003 filed by Quotient 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 14,868 shares
    Change vs previous 13F -101 shares

    0.04% of the 13F portfolio, value $1,385,670.

    13F-HR 0002004904-26-000001 filed by Quotient 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 14,969 shares
    Change vs previous 13F +384 shares

    0.03% of the 13F portfolio, value $1,254,709.

    13F-HR 0002004904-25-000008 filed by Quotient 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 14,585 shares
    Change vs previous 13F +1,808 shares

    0.03% of the 13F portfolio, value $1,168,586.

    13F-HR 0002004904-25-000005 filed by Quotient 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 12,777 shares
    Change vs previous 13F +709 shares

    0.03% of the 13F portfolio, value $917,229.

    13F-HR 0002004904-25-000004 filed by Quotient 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 12,068 shares
    Change vs previous 13F +214 shares

    0.03% of the 13F portfolio, value $847,625.

    13F-HR 0002004904-25-000002 filed by Quotient 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 11,854 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $669,649.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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