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SCHNIEDERS CAPITAL MANAGEMENT LLC: WFC position timeline

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

SCHNIEDERS CAPITAL MANAGEMENT LLC held 36,627 WFC shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 36,627 shares
    Change vs previous 13F +5,408 shares

    0.52% of the 13F portfolio, value $2,934,555.

    13F-HR 0001603937-25-000003 filed by SCHNIEDERS CAPITAL 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 ended2025-03-31
    13F 31,219 shares
    Change vs previous 13F -2,410 shares

    0.48% of the 13F portfolio, value $2,241,212.

    13F-HR 0001603937-25-000002 filed by SCHNIEDERS CAPITAL 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 ended2024-12-31
    13F 33,629 shares
    Change vs previous 13F -925 shares

    0.47% of the 13F portfolio, value $2,362,101.

    13F-HR 0001603937-25-000001 filed by SCHNIEDERS CAPITAL 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 ended2024-09-30
    13F 34,554 shares
    Change vs previous 13F -3,400 shares

    0.37% of the 13F portfolio, value $1,951,956.

    13F-HR 0001603937-24-000004 filed by SCHNIEDERS CAPITAL 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 ended2024-06-30
    13F 37,954 shares
    Change vs previous 13F -600 shares

    0.46% of the 13F portfolio, value $2,254,088.

    13F-HR 0001603937-24-000003 filed by SCHNIEDERS CAPITAL 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 ended2024-03-31
    13F 38,554 shares
    Change vs previous 13F -2,530 shares

    0.46% of the 13F portfolio, value $2,234,590.

    13F-HR 0001603937-24-000002 filed by SCHNIEDERS CAPITAL 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 ended2023-12-31
    13F 41,084 shares
    Change vs previous 13F -27,445 shares

    0.45% of the 13F portfolio, value $2,022,155.

    13F-HR 0001603937-24-000001 filed by SCHNIEDERS CAPITAL 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 ended2023-09-30
    13F 68,529 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,800,095.

    13F-HR 0001603937-23-000004 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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