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Smartleaf Asset Management LLC: WFC position timeline

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

Smartleaf Asset Management LLC held 49,044 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,044 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $4,095,695.

    13F-HR 0002010393-26-000004 filed by Smartleaf 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 49,044 shares
    Change vs previous 13F +4,931 shares

    0.14% of the 13F portfolio, value $3,766,607.

    13F-HR 0002010393-26-000003 filed by Smartleaf 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 44,113 shares
    Change vs previous 13F +6,025 shares

    0.16% of the 13F portfolio, value $4,160,383.

    13F-HR 0002010393-26-000001 filed by Smartleaf 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 38,088 shares
    Change vs previous 13F +13,393 shares

    0.2% of the 13F portfolio, value $3,224,192.

    13F-HR 0002010393-25-000007 filed by Smartleaf 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 24,695 shares
    Change vs previous 13F -3,467 shares

    0.17% of the 13F portfolio, value $1,963,314.

    13F-HR 0002010393-25-000005 filed by Smartleaf 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 28,162 shares
    Change vs previous 13F +4,233 shares

    0.19% of the 13F portfolio, value $1,990,835.

    13F-HR 0002010393-25-000004 filed by Smartleaf 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 23,929 shares
    Change vs previous 13F +5,878 shares

    0.17% of the 13F portfolio, value $1,684,846.

    13F-HR 0002010393-25-000001 filed by Smartleaf 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 18,051 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,009,097.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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