WFA Asset Management Corp: VFH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA Asset Management Corp on VFH, newest first. How the timeline and the estimate are built.
WFA Asset Management Corp held 54,723 VFH shares at 2025-09-30 per its 13F-HR filed 2025-10-30.
the latest 13F is the newest step
- period ended2025-09-3013F 54,723 sharesChange vs previous 13F -5,485 shares
3.27% of the 13F portfolio, value $6,014,620.
13F-HR 0001994434-25-000010 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 60,208 sharesChange vs previous 13F -17,616 shares
3.4% of the 13F portfolio, value $6,013,569.
13F-HR 0001994434-25-000006 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 77,824 sharesChange vs previous 13F +26,801 shares
4.17% of the 13F portfolio, value $7,968,359.
13F-HR 0001994434-25-000002 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 51,023 sharesChange vs previous 13F -3,700 shares
3.26% of the 13F portfolio, value $6,024,231.
13F-HR 0001994434-25-000001 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54,723 sharesChange vs previous 13F -5,485 shares
3.27% of the 13F portfolio, value $6,014,620.
13F-HR 0001994434-24-000009 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 60,208 sharesChange vs previous 13F -17,616 shares
3.4% of the 13F portfolio, value $6,013,569.
13F-HR 0001994434-24-000006 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F/A 77,824 sharesChange vs previous 13F -3,676 shares
4.17% of the 13F portfolio, value $7,968,359.
13F-HR/A 0001994434-24-000005 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 81,500 sharesChange vs previous 13F not available
4.1% of the 13F portfolio, value $7,519,216.
13F-HR/A 0001994434-24-000004 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).