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Disclosery

WFA of San Diego, LLC: OPP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA of San Diego, LLC on OPP, newest first. How the timeline and the estimate are built.

WFA of San Diego, LLC held 22,000 OPP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,000 shares
    Change vs previous 13F +6,825 shares

    0.14% of the 13F portfolio, value $168,740.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 15,175 shares
    Change vs previous 13F +13,875 shares

    0.09% of the 13F portfolio, value $116,392.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 1,300 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,335.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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