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Walsky Investment Management, Inc.: WFC position timeline

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

Walsky Investment Management, Inc. held 11,342 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 11,342 shares
    Change vs previous 13F +850 shares

    0.87% of the 13F portfolio, value $937,303.

    13F-HR 0002110046-26-000004 filed by Walsky Investment Management, Inc.
    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 10,492 shares
    Change vs previous 13F +1,034 shares

    0.85% of the 13F portfolio, value $835,268.

    13F-HR 0002110046-26-000002 filed by Walsky Investment Management, Inc.
    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 9,458 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $881,486.

    13F-HR 0002110046-26-000001 filed by Walsky Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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