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PRIO WEALTH LIMITED PARTNERSHIP: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on WFC, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 14,299 WFC shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 14,299 shares
    Change vs previous 13F -10 shares

    0.02% of the 13F portfolio, value $807,751.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 14,309 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $849,812.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 14,309 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $829,350.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 14,309 shares
    Change vs previous 13F +233 shares

    0.02% of the 13F portfolio, value $704,289.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 14,076 shares
    Change vs previous 13F -1,093 shares

    0.02% of the 13F portfolio, value $575,146.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 15,169 shares
    Change vs previous 13F -766 shares

    0.02% of the 13F portfolio, value $647,413.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 15,935 shares
    Change vs previous 13F -2,718 shares

    0.02% of the 13F portfolio, value $595,651.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 18,653 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $770,182.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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