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Disclosery

Round Hill Asset Management: WFC position timeline

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

Round Hill Asset Management held 13,928 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 13,928 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,151,010.

    13F-HR 0001696438-26-000006 filed by Round Hill Asset Management
    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 13,928 shares
    Change vs previous 13F -762 shares

    0.73% of the 13F portfolio, value $1,108,808.

    13F-HR 0001696438-26-000005 filed by Round Hill Asset Management
    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 14,690 shares
    Change vs previous 13F -10,222 shares

    0.86% of the 13F portfolio, value $1,369,108.

    13F-HR 0001696438-26-000001 filed by Round Hill Asset Management
    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 24,912 shares
    Change vs previous 13F -3,530 shares

    1.37% of the 13F portfolio, value $2,088,124.

    13F-HR 0001696438-25-000007 filed by Round Hill Asset Management
    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 28,442 shares
    Change vs previous 13F -555 shares

    1.54% of the 13F portfolio, value $2,278,773.

    13F-HR 0001696438-25-000006 filed by Round Hill Asset Management
    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 28,997 shares
    Change vs previous 13F -6,195 shares

    1.5% of the 13F portfolio, value $2,081,695.

    13F-HR 0001696438-25-000003 filed by Round Hill Asset Management
    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 35,192 shares
    Change vs previous 13F -4,600 shares

    1.74% of the 13F portfolio, value $2,471,886.

    13F-HR 0001696438-25-000002 filed by Round Hill Asset Management
    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 39,792 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,247,850.

    13F-HR 0001696438-24-000004 filed by Round Hill Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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