Skip to content
Disclosery

Union Heritage Capital, LLC: WFC position timeline

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

Union Heritage Capital, LLC held 45,970 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,970 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $3,798,961.

    13F-HR 0001376474-26-000563 filed by Union Heritage Capital, LLC
    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 45,970 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $3,659,672.

    13F-HR 0001376474-26-000386 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 45,970 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $4,284,404.

    13F-HR 0001376474-26-000174 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 45,970 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $3,853,205.

    13F-HR 0001376474-25-000886 filed by Union Heritage Capital, LLC
    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 45,970 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $3,683,116.

    13F-HR 0001376474-25-000742 filed by Union Heritage Capital, LLC
    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 45,970 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $3,300,186.

    13F-HR 0001376474-25-000448 filed by Union Heritage Capital, LLC
    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 45,970 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $3,228,933.

    13F-HR 0001376474-25-000310 filed by Union Heritage Capital, LLC
    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 45,970 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,596,845.

    13F-HR 0001376474-25-000062 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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