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Disclosery

Waterloo Capital, L.P.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on WFC, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 62,918 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 62,918 shares
    Change vs previous 13F +357 shares

    0.29% of the 13F portfolio, value $5,199,522.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 62,561 shares
    Change vs previous 13F -4,955 shares

    0.35% of the 13F portfolio, value $4,980,462.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 67,516 shares
    Change vs previous 13F +4,996 shares

    0.45% of the 13F portfolio, value $6,292,479.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 62,520 shares
    Change vs previous 13F -878 shares

    0.39% of the 13F portfolio, value $5,240,459.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 63,398 shares
    Change vs previous 13F +2,961 shares

    0.41% of the 13F portfolio, value $5,079,486.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 60,437 shares
    Change vs previous 13F +4,409 shares

    0.4% of the 13F portfolio, value $4,338,773.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 56,028 shares
    Change vs previous 13F -5,428 shares

    0.41% of the 13F portfolio, value $3,935,404.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 61,456 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,471,621.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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