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Disclosery

Telos Capital Management, Inc.: WFC position timeline

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

Telos Capital Management, Inc. held 13,956 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,956 shares
    Change vs previous 13F -100 shares

    0.1% of the 13F portfolio, value $1,153,324.

    13F-HR 0001567889-26-000004 filed by Telos Capital Management, 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 14,056 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,118,999.

    13F-HR 0001567889-26-000002 filed by Telos Capital Management, 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 14,056 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,310,020.

    13F-HR 0001567889-26-000001 filed by Telos Capital Management, 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 14,056 shares
    Change vs previous 13F -49 shares

    0.11% of the 13F portfolio, value $1,178,174.

    13F-HR 0001567889-25-000005 filed by Telos Capital Management, 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 14,105 shares
    Change vs previous 13F +789 shares

    0.12% of the 13F portfolio, value $1,130,093.

    13F-HR 0001567889-25-000004 filed by Telos Capital Management, 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 13,316 shares
    Change vs previous 13F -220 shares

    0.1% of the 13F portfolio, value $955,956.

    13F-HR 0001567889-25-000003 filed by Telos Capital Management, 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 13,536 shares
    Change vs previous 13F -2,190 shares

    0.1% of the 13F portfolio, value $950,769.

    13F-HR 0001567889-25-000001 filed by Telos Capital Management, 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 15,726 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $888,362.

    13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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