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Tufton Capital Management: WFC position timeline

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

Tufton Capital Management held 115,976 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,976 shares
    Change vs previous 13F -1,660 shares

    1.61% of the 13F portfolio, value $9,584,000.

    13F-HR 0001055963-26-000003 filed by Tufton Capital Management
    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 117,636 shares
    Change vs previous 13F -1,887 shares

    1.7% of the 13F portfolio, value $9,365,000.

    13F-HR 0001055963-26-000002 filed by Tufton Capital Management
    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 119,523 shares
    Change vs previous 13F -1,160 shares

    1.95% of the 13F portfolio, value $11,139,000.

    13F-HR 0001055963-26-000001 filed by Tufton Capital Management
    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 120,683 shares
    Change vs previous 13F -822 shares

    1.8% of the 13F portfolio, value $10,115,000.

    13F-HR 0001055963-25-000005 filed by Tufton Capital Management
    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 121,505 shares
    Change vs previous 13F -3,782 shares

    1.85% of the 13F portfolio, value $9,734,000.

    13F-HR 0001055963-25-000003 filed by Tufton Capital Management
    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 125,287 shares
    Change vs previous 13F -1,385 shares

    1.73% of the 13F portfolio, value $8,994,353.

    13F-HR 0001055963-25-000002 filed by Tufton Capital Management
    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 126,672 shares
    Change vs previous 13F -1,915 shares

    1.68% of the 13F portfolio, value $8,897,441.

    13F-HR 0001055963-25-000001 filed by Tufton Capital Management
    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 128,587 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $7,263,879.

    13F-HR 0001055963-24-000004 filed by Tufton Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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