Skip to content
Disclosery

Talon Private Wealth, LLC: WFC position timeline

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

Talon Private Wealth, LLC held 40,866 WFC shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,866 shares
    Change vs previous 13F +9,389 shares

    0.4% of the 13F portfolio, value $3,377,209.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 31,477 shares
    Change vs previous 13F -1,554 shares

    0.33% of the 13F portfolio, value $2,505,943.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 33,031 shares
    Change vs previous 13F +4,486 shares

    0.36% of the 13F portfolio, value $2,646,421.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 28,545 shares
    Change vs previous 13F +27,744 shares

    0.28% of the 13F portfolio, value $2,073,162.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 801 shares
    Change vs previous 13F +683 shares

    0.01% of the 13F portfolio, value $56,262.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,666.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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