SAGESPRING WEALTH PARTNERS, LLC: WFC position timeline

SAGESPRING WEALTH PARTNERS, LLC held 47,649 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 47,649 shares

   Change vs previous 13F -2,953 shares

   0.06% of the 13F portfolio, value $3,937,736.

   13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 50,602 shares

   Change vs previous 13F +6,317 shares

   0.07% of the 13F portfolio, value $4,028,438.

   13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 44,285 shares

   Change vs previous 13F +7,463 shares

   0.07% of the 13F portfolio, value $4,127,358.

   13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 36,822 shares

   Change vs previous 13F +4,677 shares

   0.06% of the 13F portfolio, value $3,086,436.

   13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 32,145 shares

   Change vs previous 13F +5,254 shares

   0.06% of the 13F portfolio, value $2,575,449.

   13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 26,891 shares

   Change vs previous 13F +6,852 shares

   0.05% of the 13F portfolio, value $1,930,502.

   13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 20,039 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $1,407,565.

   13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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