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Disclosery

WFA Asset Management Corp: RWJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA Asset Management Corp on RWJ, newest first. How the timeline and the estimate are built.

WFA Asset Management Corp held 226,568 RWJ shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 226,568 shares
    Change vs previous 13F -29,996 shares

    5.63% of the 13F portfolio, value $10,356,427.

    13F-HR 0001994434-25-000010 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 256,564 shares
    Change vs previous 13F -59,103 shares

    5.81% of the 13F portfolio, value $10,280,532.

    13F-HR 0001994434-25-000006 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 315,667 shares
    Change vs previous 13F +95,675 shares

    7.07% of the 13F portfolio, value $13,513,692.

    13F-HR 0001994434-25-000002 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 219,992 shares
    Change vs previous 13F -6,839 shares

    5.44% of the 13F portfolio, value $10,066,813.

    13F-HR 0001994434-25-000001 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 226,831 shares
    Change vs previous 13F -30,260 shares

    5.63% of the 13F portfolio, value $10,368,448.

    13F-HR 0001994434-24-000009 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 257,091 shares
    Change vs previous 13F -58,576 shares

    5.82% of the 13F portfolio, value $10,301,617.

    13F-HR 0001994434-24-000006 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 315,667 shares
    Change vs previous 13F -16,772 shares

    7.06% of the 13F portfolio, value $13,513,692.

    13F-HR/A 0001994434-24-000005 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F/A 332,439 shares
    Change vs previous 13F not available

    7.52% of the 13F portfolio, value $13,772,963.

    13F-HR/A 0001994434-24-000004 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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