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Disclosery

Unison Asset Management LLC: WFC position timeline

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

Unison Asset Management LLC held 55,133 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,133 shares
    Change vs previous 13F -12,635 shares

    1.85% of the 13F portfolio, value $4,556,191.

    13F-HR 0001840755-26-000003 filed by Unison Asset Management 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 67,768 shares
    Change vs previous 13F -33,698 shares

    2.47% of the 13F portfolio, value $5,395,010.

    13F-HR 0001840755-26-000002 filed by Unison Asset Management 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 101,466 shares
    Change vs previous 13F +2,548 shares

    4.23% of the 13F portfolio, value $9,451,394.

    13F-HR 0001840755-26-000001 filed by Unison Asset Management 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/A 98,918 shares
    Change vs previous 13F 0 shares

    3.87% of the 13F portfolio, value $8,291,307.

    13F-HR/A 0001840755-25-000010 filed by Unison Asset Management 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 98,918 shares
    Change vs previous 13F +1,303 shares

    3.99% of the 13F portfolio, value $7,925,310.

    13F-HR 0001840755-25-000005 filed by Unison Asset Management 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 97,615 shares
    Change vs previous 13F -8,310 shares

    3.72% of the 13F portfolio, value $6,315,701.

    13F-HR 0001840755-25-000004 filed by Unison Asset Management 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 105,925 shares
    Change vs previous 13F +2,684 shares

    3.65% of the 13F portfolio, value $7,440,172.

    13F-HR 0001840755-25-000001 filed by Unison Asset Management 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 103,241 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $5,832,084.

    13F-HR 0001840755-24-000005 filed by Unison Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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