Skip to content
Disclosery

Royal Capital Wealth Management, LLC: WFC position timeline

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

Royal Capital Wealth Management, LLC held 13,182 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,182 shares
    Change vs previous 13F +23 shares

    0.61% of the 13F portfolio, value $1,089,319.

    13F-HR 0001904323-26-000003 filed by Royal Capital Wealth Management, 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 13,159 shares
    Change vs previous 13F +22 shares

    0.65% of the 13F portfolio, value $1,047,550.

    13F-HR 0001904323-26-000002 filed by Royal Capital Wealth Management, 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 13,137 shares
    Change vs previous 13F +21 shares

    0.72% of the 13F portfolio, value $1,224,323.

    13F-HR 0001904323-26-000001 filed by Royal Capital Wealth Management, 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 13,116 shares
    Change vs previous 13F +22 shares

    0.67% of the 13F portfolio, value $1,099,380.

    13F-HR 0001904323-25-000005 filed by Royal Capital Wealth Management, 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 13,094 shares
    Change vs previous 13F +21 shares

    0.7% of the 13F portfolio, value $1,049,126.

    13F-HR 0001904323-25-000004 filed by Royal Capital Wealth Management, 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 13,073 shares
    Change vs previous 13F +374 shares

    0.66% of the 13F portfolio, value $938,536.

    13F-HR 0001904323-25-000001 filed by Royal Capital Wealth Management, 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 12,699 shares
    Change vs previous 13F +3,348 shares

    0.63% of the 13F portfolio, value $891,956.

    13F-HR 0001904677-25-000002 filed by Royal Capital Wealth Management, 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 9,351 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $528,249.

    13F-HR 0001904323-24-000004 filed by Royal Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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