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WEALTHSPAN PARTNERS, LLC: WFC position timeline

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

WEALTHSPAN PARTNERS, LLC held 11,120 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,120 shares
    Change vs previous 13F +96 shares

    0.29% of the 13F portfolio, value $918,996.

    13F-HR 0001951757-26-001132 filed by WEALTHSPAN PARTNERS, 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 11,024 shares
    Change vs previous 13F -288 shares

    0.31% of the 13F portfolio, value $877,628.

    13F-HR 0001951757-26-000526 filed by WEALTHSPAN PARTNERS, 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 11,312 shares
    Change vs previous 13F +1,017 shares

    0.38% of the 13F portfolio, value $1,054,254.

    13F-HR 0001951757-26-000313 filed by WEALTHSPAN PARTNERS, 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 10,295 shares
    Change vs previous 13F -1,733 shares

    0.33% of the 13F portfolio, value $862,961.

    13F-HR 0001951757-25-001242 filed by WEALTHSPAN PARTNERS, 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 12,028 shares
    Change vs previous 13F +16 shares

    0.4% of the 13F portfolio, value $963,720.

    13F-HR 0001951757-25-000976 filed by WEALTHSPAN PARTNERS, 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 12,012 shares
    Change vs previous 13F -504 shares

    0.4% of the 13F portfolio, value $862,330.

    13F-HR 0001951757-25-000383 filed by WEALTHSPAN PARTNERS, 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 12,516 shares
    Change vs previous 13F -1,455 shares

    0.42% of the 13F portfolio, value $879,124.

    13F-HR 0001951757-25-000130 filed by WEALTHSPAN PARTNERS, 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 13,971 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $789,205.

    13F-HR 0001951757-24-001168 filed by WEALTHSPAN PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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