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ROTHSCHILD & CO ASSET MANAGEMENT US INC.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROTHSCHILD & CO ASSET MANAGEMENT US INC. on WFC, newest first. How the timeline and the estimate are built.

ROTHSCHILD & CO ASSET MANAGEMENT US INC. held 2,437,976 WFC shares at 2022-12-31 per its 13F-HR filed 2023-02-14.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 2,437,976 shares
    Change vs previous 13F +38,759 shares

    1.53% of the 13F portfolio, value $100,664,000.

    13F-HR 0001172661-23-000973 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 2,399,217 shares
    Change vs previous 13F -159,591 shares

    1.65% of the 13F portfolio, value $96,497,000.

    13F-HR 0001172661-22-002306 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 2,558,808 shares
    Change vs previous 13F -82,016 shares

    1.54% of the 13F portfolio, value $100,229,000.

    13F-HR 0001172661-22-001753 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 2,640,824 shares
    Change vs previous 13F +63,715 shares

    1.63% of the 13F portfolio, value $127,974,000.

    13F-HR 0001172661-22-001272 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 2,577,109 shares
    Change vs previous 13F -46,203 shares

    1.45% of the 13F portfolio, value $123,649,000.

    13F-HR 0001172661-22-000354 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 2,623,312 shares
    Change vs previous 13F -27,488 shares

    1.51% of the 13F portfolio, value $121,748,000.

    13F-HR 0001172661-21-002131 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 2,650,800 shares
    Change vs previous 13F +113,171 shares

    1.42% of the 13F portfolio, value $120,055,000.

    13F-HR 0001172661-21-001700 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 2,537,629 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $99,145,000.

    13F-HR 0001172661-21-001117 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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