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RIDGECREST WEALTH PARTNERS, LLC: WFC position timeline

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

RIDGECREST WEALTH PARTNERS, LLC held 12,850 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,850 shares
    Change vs previous 13F -1,036 shares

    0.51% of the 13F portfolio, value $1,061,924.

    13F-HR 0001860719-26-000004 filed by RIDGECREST 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 13,886 shares
    Change vs previous 13F +50 shares

    0.61% of the 13F portfolio, value $1,105,464.

    13F-HR 0001860719-26-000002 filed by RIDGECREST 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 13,836 shares
    Change vs previous 13F -162 shares

    0.7% of the 13F portfolio, value $1,289,515.

    13F-HR 0001860719-26-000001 filed by RIDGECREST 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 13,998 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,173,312.

    13F-HR 0001860719-25-000007 filed by RIDGECREST 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 13,998 shares
    Change vs previous 13F -23 shares

    0.59% of the 13F portfolio, value $1,121,520.

    13F-HR 0001860719-25-000005 filed by RIDGECREST 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 14,021 shares
    Change vs previous 13F -972 shares

    0.53% of the 13F portfolio, value $1,006,568.

    13F-HR 0001860719-25-000003 filed by RIDGECREST 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 14,993 shares
    Change vs previous 13F -50 shares

    0.57% of the 13F portfolio, value $1,053,108.

    13F-HR 0001860719-25-000001 filed by RIDGECREST 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 15,043 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $849,779.

    13F-HR 0001860719-24-000004 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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