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Disclosery

SWS Partners: WFC position timeline

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

SWS Partners held 43,645 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,645 shares
    Change vs previous 13F -1,168 shares

    0.78% of the 13F portfolio, value $3,606,842.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 44,813 shares
    Change vs previous 13F -4,093 shares

    0.88% of the 13F portfolio, value $3,567,525.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 48,906 shares
    Change vs previous 13F +3,829 shares

    1.1% of the 13F portfolio, value $4,558,074.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 45,077 shares
    Change vs previous 13F +2,415 shares

    0.92% of the 13F portfolio, value $3,778,355.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 42,662 shares
    Change vs previous 13F -1,823 shares

    0.92% of the 13F portfolio, value $3,418,131.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 44,485 shares
    Change vs previous 13F -1,203 shares

    1.05% of the 13F portfolio, value $3,193,647.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 45,688 shares
    Change vs previous 13F -1,480 shares

    0.97% of the 13F portfolio, value $3,209,109.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 47,168 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,664,503.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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