Skip to content
Disclosery

Tarbox Family Office, Inc.: WFC position timeline

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

Tarbox Family Office, Inc. held 8,371 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 8,371 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $691,779.

    13F-HR 0001599603-26-000006 filed by Tarbox Family Office, Inc.
    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 8,371 shares
    Change vs previous 13F -1,135 shares

    0.11% of the 13F portfolio, value $666,415.

    13F-HR 0001599603-26-000003 filed by Tarbox Family Office, Inc.
    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 9,506 shares
    Change vs previous 13F -1,736 shares

    0.14% of the 13F portfolio, value $885,959.

    13F-HR 0001599603-26-000001 filed by Tarbox Family Office, Inc.
    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 11,242 shares
    Change vs previous 13F +15 shares

    0.14% of the 13F portfolio, value $942,307.

    13F-HR 0001599603-25-000002 filed by Tarbox Family Office, Inc.
    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 11,227 shares
    Change vs previous 13F -12 shares

    0.14% of the 13F portfolio, value $899,510.

    13F-HR 0001085146-25-004840 filed by Tarbox Family Office, Inc.
    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 11,239 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $806,850.

    13F-HR 0001085146-25-002826 filed by Tarbox Family Office, Inc.
    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 11,250 shares
    Change vs previous 13F -107 shares

    0.13% of the 13F portfolio, value $790,202.

    13F-HR 0001085146-25-000302 filed by Tarbox Family Office, Inc.
    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 11,357 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $641,559.

    13F-HR 0001085146-24-005089 filed by Tarbox Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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