Skip to content
Disclosery

Vivid Wealth Management, LLC: WFC position timeline

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

Vivid Wealth Management, LLC held 16,789 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,789 shares
    Change vs previous 13F +39 shares

    0.49% of the 13F portfolio, value $1,387,432.

    13F-HR 0002085853-26-000887 filed by Vivid Wealth 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 16,750 shares
    Change vs previous 13F +37 shares

    0.54% of the 13F portfolio, value $1,333,493.

    13F-HR 0002085853-26-000504 filed by Vivid Wealth 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 16,713 shares
    Change vs previous 13F -24 shares

    0.61% of the 13F portfolio, value $1,557,688.

    13F-HR 0002085853-26-000153 filed by Vivid Wealth 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 16,737 shares
    Change vs previous 13F -506 shares

    0.56% of the 13F portfolio, value $1,402,888.

    13F-HR 0002085853-25-000175 filed by Vivid Wealth 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 17,243 shares
    Change vs previous 13F +133 shares

    0.61% of the 13F portfolio, value $1,381,492.

    13F-HR 0001667731-25-000941 filed by Vivid Wealth 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 17,110 shares
    Change vs previous 13F +198 shares

    0.61% of the 13F portfolio, value $1,228,356.

    13F-HR 0001667731-25-000451 filed by Vivid Wealth 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 16,912 shares
    Change vs previous 13F +325 shares

    0.6% of the 13F portfolio, value $1,187,928.

    13F-HR 0001667731-25-000190 filed by Vivid Wealth 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 16,587 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $936,981.

    13F-HR 0002007281-24-000005 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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