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St. Louis Financial Planners Asset Management, LLC: WFC position timeline

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

St. Louis Financial Planners Asset Management, LLC held 39,955 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,955 shares
    Change vs previous 13F +8,336 shares

    1.82% of the 13F portfolio, value $3,416,585.

    13F-HR 0001214659-26-008274 filed by St. Louis Financial Planners 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 31,619 shares
    Change vs previous 13F +70 shares

    1.43% of the 13F portfolio, value $2,517,192.

    13F-HR 0001214659-26-004383 filed by St. Louis Financial Planners 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 31,549 shares
    Change vs previous 13F -1,722 shares

    1.81% of the 13F portfolio, value $2,940,418.

    13F-HR 0001214659-26-000216 filed by St. Louis Financial Planners 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 33,271 shares
    Change vs previous 13F +33,271 shares

    1.8% of the 13F portfolio, value $2,788,795.

    13F-HR 0001214659-25-014504 filed by St. Louis Financial Planners 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -26,413 shares

    13F-HR 0001214659-25-005554 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 26,413 shares
    Change vs previous 13F +26,413 shares

    1.34% of the 13F portfolio, value $1,855,272.

    13F-HR 0001214659-25-000553 filed by St. Louis Financial Planners 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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001214659-24-017297 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.