Skip to content

WFA Asset Management Corp: SDG position timeline

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

WFA Asset Management Corp held 974 SDG 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 974 shares
    Change vs previous 13F -81 shares

    0.04% of the 13F portfolio, value $82,571.

    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 1,055 shares
    Change vs previous 13F -6,187 shares

    0.04% of the 13F portfolio, value $79,183.

    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 7,242 shares
    Change vs previous 13F +6,396 shares

    0.3% of the 13F portfolio, value $570,011.

    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 846 shares
    Change vs previous 13F -128 shares

    0.03% of the 13F portfolio, value $60,531.

    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 974 shares
    Change vs previous 13F -81 shares

    0.04% of the 13F portfolio, value $82,571.

    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 1,055 shares
    Change vs previous 13F -6,187 shares

    0.04% of the 13F portfolio, value $79,183.

    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 7,242 shares
    Change vs previous 13F -2,915 shares

    0.3% of the 13F portfolio, value $570,011.

    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 10,157 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $823,259.

    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).