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Disclosery

SP Asset Management LLC: WFC position timeline

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

SP Asset Management LLC held 274,089 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,089 shares
    Change vs previous 13F +1,657 shares

    1.82% of the 13F portfolio, value $22,650,728.

    13F-HR 0001962086-26-000005 filed by SP 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 272,432 shares
    Change vs previous 13F -756 shares

    1.91% of the 13F portfolio, value $21,688,349.

    13F-HR 0001962086-26-000004 filed by SP 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 273,188 shares
    Change vs previous 13F -1,351 shares

    2.01% of the 13F portfolio, value $25,461,146.

    13F-HR 0001962086-26-000001 filed by SP 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 274,539 shares
    Change vs previous 13F +741 shares

    1.83% of the 13F portfolio, value $23,011,899.

    13F-HR 0001962086-25-000007 filed by SP 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 273,798 shares
    Change vs previous 13F +1,543 shares

    1.81% of the 13F portfolio, value $21,936,711.

    13F-HR 0001962086-25-000004 filed by SP 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 272,255 shares
    Change vs previous 13F -4,200 shares

    1.72% of the 13F portfolio, value $19,545,187.

    13F-HR 0001962086-25-000003 filed by SP 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 276,455 shares
    Change vs previous 13F -1,389 shares

    1.63% of the 13F portfolio, value $19,418,227.

    13F-HR 0001962086-25-000001 filed by SP 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 277,844 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $15,695,389.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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