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Sippican Capital Advisors: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sippican Capital Advisors on WFC, newest first. How the timeline and the estimate are built.

Sippican Capital Advisors held 7,020 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 7,020 shares
    Change vs previous 13F -145 shares

    0.35% of the 13F portfolio, value $580,133.

    13F-HR 0001398344-26-012476 filed by Sippican Capital Advisors
    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 7,165 shares
    Change vs previous 13F -210 shares

    0.39% of the 13F portfolio, value $570,406.

    13F-HR 0001398344-26-007005 filed by Sippican Capital Advisors
    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 7,375 shares
    Change vs previous 13F -740 shares

    0.44% of the 13F portfolio, value $687,350.

    13F-HR 0001398344-26-001091 filed by Sippican Capital Advisors
    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 8,115 shares
    Change vs previous 13F -28 shares

    0.45% of the 13F portfolio, value $680,199.

    13F-HR 0001398344-25-019813 filed by Sippican Capital Advisors
    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 8,143 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $652,417.

    13F-HR 0001398344-25-013756 filed by Sippican Capital Advisors
    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 8,143 shares
    Change vs previous 13F -150 shares

    0.44% of the 13F portfolio, value $584,586.

    13F-HR 0001398344-25-007863 filed by Sippican Capital Advisors
    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 8,293 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $582,500.

    13F-HR 0001398344-25-000969 filed by Sippican Capital Advisors
    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 8,293 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $468,472.

    13F-HR 0001398344-24-019481 filed by Sippican Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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