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R.H. Investment Group, LLC: WFC position timeline

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

R.H. Investment Group, LLC held 69,656 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,656 shares
    Change vs previous 13F -445 shares

    4.34% of the 13F portfolio, value $5,756,335.

    13F-HR 0001754960-26-000693 filed by R.H. Investment Group, 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 70,101 shares
    Change vs previous 13F -110 shares

    4.58% of the 13F portfolio, value $5,934,713.

    13F-HR 0001754960-26-000254 filed by R.H. Investment Group, 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 70,211 shares
    Change vs previous 13F -50 shares

    5.48% of the 13F portfolio, value $6,543,623.

    13F-HR 0001754960-26-000085 filed by R.H. Investment Group, 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 70,261 shares
    Change vs previous 13F -1,120 shares

    5.11% of the 13F portfolio, value $5,889,239.

    13F-HR 0001754960-25-000725 filed by R.H. Investment Group, 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 71,381 shares
    Change vs previous 13F -140 shares

    5.24% of the 13F portfolio, value $5,719,010.

    13F-HR 0001754960-25-000421 filed by R.H. Investment Group, 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 71,521 shares
    Change vs previous 13F -457 shares

    4.94% of the 13F portfolio, value $5,134,460.

    13F-HR 0001754960-25-000258 filed by R.H. Investment Group, 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 71,978 shares
    Change vs previous 13F not available

    4.77% of the 13F portfolio, value $5,055,703.

    13F-HR 0001754960-25-000022 filed by R.H. Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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