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Disclosery

VestGen Investment Management: WFC position timeline

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

VestGen Investment Management held 3,830 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,830 shares
    Change vs previous 13F -9,217 shares

    0.17% of the 13F portfolio, value $316,546.

    13F-HR 0001511739-26-000003 filed by VestGen Investment 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 13,047 shares
    Change vs previous 13F +592 shares

    0.57% of the 13F portfolio, value $1,038,705.

    13F-HR 0001511739-26-000002 filed by VestGen Investment 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 12,455 shares
    Change vs previous 13F -802 shares

    0.64% of the 13F portfolio, value $1,160,845.

    13F-HR 0001511739-26-000001 filed by VestGen Investment 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 13,257 shares
    Change vs previous 13F +1,072 shares

    0.67% of the 13F portfolio, value $1,111,179.

    13F-HR 0001511739-25-000007 filed by VestGen Investment 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 12,185 shares
    Change vs previous 13F +9,288 shares

    0.7% of the 13F portfolio, value $976,262.

    13F-HR 0001511739-25-000005 filed by VestGen Investment 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 2,897 shares
    Change vs previous 13F -346 shares

    0.16% of the 13F portfolio, value $207,976.

    13F-HR 0001511739-25-000004 filed by VestGen Investment 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 3,243 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $227,788.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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