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Disclosery

SYM FINANCIAL Corp: WFC position timeline

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

SYM FINANCIAL Corp held 11,096 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 11,096 shares
    Change vs previous 13F +4,689 shares

    0.07% of the 13F portfolio, value $917,003.

    13F-HR 0001398344-26-013478 filed by SYM FINANCIAL Corp
    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 6,407 shares
    Change vs previous 13F +770 shares

    0.05% of the 13F portfolio, value $510,055.

    13F-HR 0001398344-26-008744 filed by SYM FINANCIAL Corp
    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 5,637 shares
    Change vs previous 13F +263 shares

    0.05% of the 13F portfolio, value $525,334.

    13F-HR 0001398344-26-003003 filed by SYM FINANCIAL Corp
    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 5,374 shares
    Change vs previous 13F +102 shares

    0.05% of the 13F portfolio, value $450,413.

    13F-HR 0001398344-25-020214 filed by SYM FINANCIAL Corp
    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 5,272 shares
    Change vs previous 13F +364 shares

    0.05% of the 13F portfolio, value $422,419.

    13F-HR 0001398344-25-014302 filed by SYM FINANCIAL Corp
    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 4,908 shares
    Change vs previous 13F +311 shares

    0.04% of the 13F portfolio, value $352,358.

    13F-HR 0001398344-25-008756 filed by SYM FINANCIAL Corp
    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 4,597 shares
    Change vs previous 13F -1,640 shares

    0.04% of the 13F portfolio, value $322,910.

    13F-HR 0001398344-25-001010 filed by SYM FINANCIAL Corp
    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 6,237 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $352,339.

    13F-HR 0001398344-24-020778 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

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