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Disclosery

TRUST POINT INC.: WFC position timeline

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

TRUST POINT INC. held 54,673 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,673 shares
    Change vs previous 13F +2,544 shares

    0.38% of the 13F portfolio, value $4,518,178.

    13F-HR 0001635633-26-000005 filed by TRUST POINT 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 52,129 shares
    Change vs previous 13F +4,844 shares

    0.36% of the 13F portfolio, value $4,149,991.

    13F-HR 0001635633-26-000004 filed by TRUST POINT 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 47,285 shares
    Change vs previous 13F -228 shares

    0.35% of the 13F portfolio, value $4,406,959.

    13F-HR 0001635633-26-000001 filed by TRUST POINT 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 47,513 shares
    Change vs previous 13F +850 shares

    0.32% of the 13F portfolio, value $3,982,546.

    13F-HR 0001635633-25-000009 filed by TRUST POINT 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 46,663 shares
    Change vs previous 13F -1,377 shares

    0.35% of the 13F portfolio, value $3,738,638.

    13F-HR 0001635633-25-000004 filed by TRUST POINT 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 48,040 shares
    Change vs previous 13F -4,687 shares

    0.31% of the 13F portfolio, value $3,448,793.

    13F-HR 0001635633-25-000003 filed by TRUST POINT 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 52,727 shares
    Change vs previous 13F +1,767 shares

    0.26% of the 13F portfolio, value $3,703,507.

    13F-HR 0001635633-25-000001 filed by TRUST POINT 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 50,960 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,878,703.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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