Skip to content
Disclosery

Sequent Asset Management, LLC: WFC position timeline

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

Sequent Asset Management, LLC held 6,007 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,007 shares
    Change vs previous 13F -611 shares

    0.21% of the 13F portfolio, value $496,418.

    13F-HR 0001509550-26-000005 filed by Sequent Asset 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 ended2026-03-31
    13F 6,618 shares
    Change vs previous 13F -135 shares

    0.25% of the 13F portfolio, value $526,859.

    13F-HR 0001509550-26-000004 filed by Sequent Asset 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 ended2025-12-31
    13F 6,753 shares
    Change vs previous 13F +472 shares

    0.28% of the 13F portfolio, value $629,000.

    13F-HR 0001509550-26-000002 filed by Sequent Asset 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 ended2025-09-30
    13F 6,281 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $526,473.

    13F-HR 0001509550-25-000009 filed by Sequent Asset 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 ended2025-06-30
    13F 6,281 shares
    Change vs previous 13F -472 shares

    0.4% of the 13F portfolio, value $503,233.

    13F-HR 0001509550-25-000008 filed by Sequent Asset 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 ended2025-03-31
    13F 6,753 shares
    Change vs previous 13F -42 shares

    0.27% of the 13F portfolio, value $484,798.

    13F-HR 0001509550-25-000006 filed by Sequent Asset 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 ended2024-12-31
    13F 6,795 shares
    Change vs previous 13F -42 shares

    0.23% of the 13F portfolio, value $477,281.

    13F-HR 0001509550-25-000004 filed by Sequent Asset 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 ended2024-09-30
    13F 6,837 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $386,222.

    13F-HR 0001509550-24-000010 filed by Sequent Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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