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Disclosery

Wedmont Private Capital: WFC position timeline

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

Wedmont Private Capital held 159,800 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 159,800 shares
    Change vs previous 13F +5,488 shares

    0.31% of the 13F portfolio, value $13,108,384.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 154,312 shares
    Change vs previous 13F +9,919 shares

    0.37% of the 13F portfolio, value $13,449,823.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 144,393 shares
    Change vs previous 13F -14,286 shares

    0.39% of the 13F portfolio, value $12,224,292.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 158,679 shares
    Change vs previous 13F -48 shares

    0.52% of the 13F portfolio, value $14,961,833.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 158,727 shares
    Change vs previous 13F +7,706 shares

    0.48% of the 13F portfolio, value $12,879,077.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 151,021 shares
    Change vs previous 13F +9,724 shares

    0.53% of the 13F portfolio, value $12,352,043.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 141,297 shares
    Change vs previous 13F -21,796 shares

    0.45% of the 13F portfolio, value $8,832,474.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 163,093 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $11,410,003.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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