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Talbot Financial, LLC: WFC position timeline

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

Talbot Financial, LLC held 124,397 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,397 shares
    Change vs previous 13F +2,035 shares

    0.76% of the 13F portfolio, value $10,280,168.

    13F-HR 0001966180-26-000004 filed by Talbot Financial, 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 122,362 shares
    Change vs previous 13F +4,732 shares

    0.82% of the 13F portfolio, value $9,741,239.

    13F-HR 0001966180-26-000003 filed by Talbot Financial, 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 117,630 shares
    Change vs previous 13F +381 shares

    0.9% of the 13F portfolio, value $10,963,116.

    13F-HR 0001966180-26-000002 filed by Talbot Financial, 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 117,249 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $9,827,811.

    13F-HR 0001966180-25-000006 filed by Talbot Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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