SWARTHMORE GROUP INC: WFC position timeline

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

SWARTHMORE GROUP INC held 0 WFC shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

period ended2022-06-30
13F 0 shares
Change vs previous 13F -17,841 shares
13F-HR 0001062993-22-016545 filed by SWARTHMORE GROUP INC
Filed 2022-07-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-03-31
13F 17,841 shares
Change vs previous 13F -2,476 shares
0.22% of the 13F portfolio, value $865,000.
13F-HR 0001062993-22-010012 filed by SWARTHMORE GROUP INC
Filed 2022-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 20,317 shares
Change vs previous 13F -21,752 shares
0.23% of the 13F portfolio, value $975,000.
13F-HR 0001062993-22-001200 filed by SWARTHMORE GROUP INC
Filed 2022-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 42,069 shares
Change vs previous 13F 0 shares
0.49% of the 13F portfolio, value $1,905,000.
13F-HR 0001062993-21-011214 filed by SWARTHMORE GROUP INC
Filed 2021-11-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 42,069 shares
Change vs previous 13F +803 shares
0.49% of the 13F portfolio, value $1,905,000.
13F-HR 0001062993-21-007192 filed by SWARTHMORE GROUP INC
Filed 2021-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 41,266 shares
Change vs previous 13F +41,266 shares
0.44% of the 13F portfolio, value $1,612,000.
13F-HR 0001062993-21-003875 filed by SWARTHMORE GROUP INC
Filed 2021-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 0 shares
Change vs previous 13F -41,266 shares
13F-HR 0001062993-21-001003 filed by SWARTHMORE GROUP INC
Filed 2021-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2020-09-30
13F 41,266 shares
Change vs previous 13F not available
0.31% of the 13F portfolio, value $970,000.
13F-HR 0001062993-20-005079 filed by SWARTHMORE GROUP INC
Filed 2020-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).