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HighTower Trust Company, N.A.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighTower Trust Company, N.A. on WFC, newest first. How the timeline and the estimate are built.

HighTower Trust Company, N.A. held 8,009 WFC shares at 2023-03-31 per its 13F-HR filed 2023-04-21.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 8,009 shares
    Change vs previous 13F -1,770 shares

    0.03% of the 13F portfolio, value $331,253.

    13F-HR 0001085146-23-001808 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 9,779 shares
    Change vs previous 13F -918 shares

    0.04% of the 13F portfolio, value $402,112.

    13F-HR 0001085146-23-000466 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 10,697 shares
    Change vs previous 13F -2,995 shares

    0.05% of the 13F portfolio, value $430,000.

    13F-HR 0001085146-22-003276 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 13,692 shares
    Change vs previous 13F +3,843 shares

    0.04% of the 13F portfolio, value $360,000.

    13F-HR 0001085146-22-002508 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 9,849 shares
    Change vs previous 13F -11,374 shares

    0.05% of the 13F portfolio, value $477,000.

    13F-HR 0001085146-22-001489 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 21,223 shares
    Change vs previous 13F -413 shares

    0.1% of the 13F portfolio, value $1,018,000.

    13F-HR 0001085146-22-000129 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 21,636 shares
    Change vs previous 13F +349 shares

    0.12% of the 13F portfolio, value $1,004,000.

    13F-HR 0001085146-21-002910 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 21,287 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $964,000.

    13F-HR 0001090413-21-000005 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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