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Disclosery

RB Capital Management, LLC: WFC position timeline

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

RB Capital Management, LLC held 11,917 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,917 shares
    Change vs previous 13F +18 shares

    0.19% of the 13F portfolio, value $984,857.

    13F-HR 0001695582-26-000003 filed by RB Capital 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 11,899 shares
    Change vs previous 13F -1,028 shares

    0.2% of the 13F portfolio, value $947,289.

    13F-HR 0001695582-26-000002 filed by RB Capital 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 12,927 shares
    Change vs previous 13F +1,384 shares

    0.24% of the 13F portfolio, value $1,204,807.

    13F-HR 0001695582-26-000001 filed by RB Capital 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 11,543 shares
    Change vs previous 13F -151 shares

    0.2% of the 13F portfolio, value $967,532.

    13F-HR 0001695582-25-000003 filed by RB Capital 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 11,694 shares
    Change vs previous 13F +37 shares

    0.21% of the 13F portfolio, value $936,928.

    13F-HR 0001095449-25-000051 filed by RB Capital 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 11,657 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $836,869.

    13F-HR 0001095449-25-000038 filed by RB Capital 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 11,653 shares
    Change vs previous 13F +414 shares

    0.19% of the 13F portfolio, value $818,514.

    13F-HR 0001095449-25-000013 filed by RB Capital 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 11,239 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $634,881.

    13F-HR 0001095449-24-000090 filed by RB Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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