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SWEENEY & MICHEL, LLC: WFC position timeline

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

SWEENEY & MICHEL, LLC held 18,262 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,262 shares
    Change vs previous 13F -2,457 shares

    0.42% of the 13F portfolio, value $1,593,384.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 20,719 shares
    Change vs previous 13F +41 shares

    0.53% of the 13F portfolio, value $1,795,094.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 20,678 shares
    Change vs previous 13F +94 shares

    0.54% of the 13F portfolio, value $1,839,338.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 20,584 shares
    Change vs previous 13F -1,573 shares

    0.54% of the 13F portfolio, value $1,597,755.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 22,157 shares
    Change vs previous 13F -623 shares

    0.65% of the 13F portfolio, value $1,829,080.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 22,780 shares
    Change vs previous 13F -1,393 shares

    0.62% of the 13F portfolio, value $1,414,177.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, 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 24,173 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,555,768.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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