Skip to content
Disclosery

SAGE RHINO CAPITAL LLC: WFC position timeline

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

SAGE RHINO CAPITAL LLC held 18,393 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,393 shares
    Change vs previous 13F -832 shares

    0.25% of the 13F portfolio, value $1,519,983.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 19,225 shares
    Change vs previous 13F -241 shares

    0.29% of the 13F portfolio, value $1,530,502.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 19,466 shares
    Change vs previous 13F -497 shares

    0.34% of the 13F portfolio, value $1,814,231.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 19,963 shares
    Change vs previous 13F -1,252 shares

    0.32% of the 13F portfolio, value $1,673,299.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 21,215 shares
    Change vs previous 13F +1,696 shares

    0.36% of the 13F portfolio, value $1,699,746.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 19,519 shares
    Change vs previous 13F -350 shares

    0.32% of the 13F portfolio, value $1,401,269.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 19,869 shares
    Change vs previous 13F -369 shares

    0.3% of the 13F portfolio, value $1,395,599.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL 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 20,238 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,143,245.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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