REGATTA CAPITAL GROUP, LLC: WFC position timeline

REGATTA CAPITAL GROUP, LLC held 8,454 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,454 shares

   Change vs previous 13F -194 shares

   0.09% of the 13F portfolio, value $698,673.

   13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,648 shares

   Change vs previous 13F -490 shares

   0.1% of the 13F portfolio, value $688,489.

   13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 9,138 shares

   Change vs previous 13F +1 shares

   0.13% of the 13F portfolio, value $851,664.

   13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 9,137 shares

   Change vs previous 13F -112 shares

   0.12% of the 13F portfolio, value $765,877.

   13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,249 shares

   Change vs previous 13F -44 shares

   0.13% of the 13F portfolio, value $741,027.

   13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 9,293 shares

   Change vs previous 13F -57 shares

   0.13% of the 13F portfolio, value $667,176.

   13F-HR 0001951757-25-000361 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 9,350 shares

   Change vs previous 13F +111 shares

   0.13% of the 13F portfolio, value $656,777.

   13F-HR 0001951757-25-000087 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 9,239 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $521,921.

   13F-HR 0001951757-24-001040 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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