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Disclosery

Somerset Group LLC: WFC position timeline

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

Somerset Group LLC held 47,400 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 47,400 shares
    Change vs previous 13F 0 shares

    2.9% of the 13F portfolio, value $4,131,384.

    13F-HR 0001062993-26-004218 filed by Somerset Group 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 47,400 shares
    Change vs previous 13F -100 shares

    2.87% of the 13F portfolio, value $3,858,834.

    13F-HR 0001062993-26-002574 filed by Somerset Group 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 47,500 shares
    Change vs previous 13F 0 shares

    3.38% of the 13F portfolio, value $4,478,775.

    13F-HR 0001062993-26-000866 filed by Somerset Group 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 47,500 shares
    Change vs previous 13F 0 shares

    3.15% of the 13F portfolio, value $3,981,450.

    13F-HR 0001062993-25-016598 filed by Somerset Group 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 47,500 shares
    Change vs previous 13F 0 shares

    3.22% of the 13F portfolio, value $3,805,700.

    13F-HR 0001062993-25-014021 filed by Somerset Group 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 47,500 shares
    Change vs previous 13F -129 shares

    3.1% of the 13F portfolio, value $3,410,025.

    13F-HR 0001062993-25-009219 filed by Somerset Group 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 47,629 shares
    Change vs previous 13F 0 shares

    3.06% of the 13F portfolio, value $3,345,461.

    13F-HR 0001062993-25-002057 filed by Somerset Group 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 47,629 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $2,690,562.

    13F-HR 0001062993-24-018885 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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