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Disclosery

Smith Asset Management Group LP: WFC position timeline

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

Smith Asset Management Group LP held 1,484 WFC shares at 2021-06-30 per its 13F-HR filed 2021-08-06.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 1,484 shares
    Change vs previous 13F -420 shares

    <0.01% of the 13F portfolio, value $67,000.

    13F-HR 0001104659-21-101276 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 1,904 shares
    Change vs previous 13F +105 shares

    <0.01% of the 13F portfolio, value $74,000.

    13F-HR 0001104659-21-062999 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 1,799 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $54,000.

    13F-HR 0001104659-21-016689 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 1,811 shares
    Change vs previous 13F +250 shares

    <0.01% of the 13F portfolio, value $43,000.

    13F-HR 0001104659-20-121203 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 1,561 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $40,000.

    13F-HR 0001104659-20-091207 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 1,261 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $36,000.

    13F-HR 0001104659-20-060027 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 1,210 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $65,000.

    13F-HR 0001104659-20-010702 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 1,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $61,000.

    13F-HR 0001104659-19-062365 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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