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Disclosery

Westmount Partners, LLC: WFC position timeline

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

Westmount Partners, LLC held 31,225 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,225 shares
    Change vs previous 13F +526 shares

    0.57% of the 13F portfolio, value $2,580,470.

    13F-HR 0002051491-26-000004 filed by Westmount 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 30,699 shares
    Change vs previous 13F +104 shares

    0.6% of the 13F portfolio, value $2,443,930.

    13F-HR 0002051491-26-000003 filed by Westmount 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 30,595 shares
    Change vs previous 13F -8 shares

    0.71% of the 13F portfolio, value $2,851,468.

    13F-HR 0002051491-26-000001 filed by Westmount 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 30,603 shares
    Change vs previous 13F -472 shares

    0.64% of the 13F portfolio, value $2,474,898.

    13F-HR 0002051491-25-000017 filed by Westmount 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 31,075 shares
    Change vs previous 13F -551 shares

    0.68% of the 13F portfolio, value $2,489,733.

    13F-HR 0002051491-25-000015 filed by Westmount 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 31,626 shares
    Change vs previous 13F +274 shares

    0.69% of the 13F portfolio, value $2,270,455.

    13F-HR 0002051491-25-000013 filed by Westmount 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 31,352 shares
    Change vs previous 13F -295 shares

    0.67% of the 13F portfolio, value $2,202,148.

    13F-HR 0002051491-25-000002 filed by Westmount 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 31,647 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,787,736.

    13F-HR 0002051491-25-000001 filed by Westmount Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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