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Disclosery

Syverson Strege & Co: WFC position timeline

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

Syverson Strege & Co held 11,656 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,656 shares
    Change vs previous 13F -670 shares

    0.21% of the 13F portfolio, value $963,234.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 12,326 shares
    Change vs previous 13F -8 shares

    0.24% of the 13F portfolio, value $981,237.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    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 12,334 shares
    Change vs previous 13F -470 shares

    0.27% of the 13F portfolio, value $1,149,487.

    13F-HR 0001682057-26-000001 filed by Syverson Strege & Co
    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 12,804 shares
    Change vs previous 13F -3,910 shares

    0.26% of the 13F portfolio, value $1,073,194.

    13F-HR 0001682057-25-000007 filed by Syverson Strege & Co
    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 16,714 shares
    Change vs previous 13F +13,786 shares

    0.32% of the 13F portfolio, value $1,339,090.

    13F-HR 0001682057-25-000004 filed by Syverson Strege & Co
    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 2,928 shares
    Change vs previous 13F -20 shares

    0.07% of the 13F portfolio, value $210,185.

    13F-HR 0001682057-25-000003 filed by Syverson Strege & Co
    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 2,948 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $207,052.

    13F-HR 0001682057-25-000001 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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