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VIRTUE ASSET MANAGEMENT LLC: WFC position timeline

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

VIRTUE ASSET MANAGEMENT LLC held 7,879 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,879 shares
    Change vs previous 13F -7,774 shares

    0.46% of the 13F portfolio, value $651,150.

    13F-HR 0001104659-26-088255 filed by VIRTUE 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 15,653 shares
    Change vs previous 13F -5,152 shares

    0.99% of the 13F portfolio, value $1,246,164.

    13F-HR 0001104659-26-059205 filed by VIRTUE 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 20,805 shares
    Change vs previous 13F -1,519 shares

    1.55% of the 13F portfolio, value $1,939,059.

    13F-HR 0001104659-26-012476 filed by VIRTUE 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 22,324 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,871,228.

    13F-HR 0001104659-25-112196 filed by VIRTUE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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