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Richard W. Paul & Associates, LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard W. Paul & Associates, LLC on WFC, newest first. How the timeline and the estimate are built.

Richard W. Paul & Associates, LLC held 5,396 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,396 shares
    Change vs previous 13F -93 shares

    0.14% of the 13F portfolio, value $445,962.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 5,489 shares
    Change vs previous 13F -120 shares

    0.15% of the 13F portfolio, value $436,952.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 5,609 shares
    Change vs previous 13F -430 shares

    0.17% of the 13F portfolio, value $522,737.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 6,039 shares
    Change vs previous 13F -317 shares

    0.17% of the 13F portfolio, value $506,182.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 6,356 shares
    Change vs previous 13F -26 shares

    0.18% of the 13F portfolio, value $509,244.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 6,382 shares
    Change vs previous 13F -58 shares

    0.18% of the 13F portfolio, value $458,168.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 6,440 shares
    Change vs previous 13F -291 shares

    0.16% of the 13F portfolio, value $452,356.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 6,731 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $380,245.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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