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William B. Walkup & Associates, Inc.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William B. Walkup & Associates, Inc. on WFC, newest first. How the timeline and the estimate are built.

William B. Walkup & Associates, Inc. held 18,842 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,842 shares
    Change vs previous 13F +175 shares

    0.75% of the 13F portfolio, value $1,557,165.

    13F-HR 0002034054-26-000003 filed by William B. Walkup & Associates, Inc.
    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 18,667 shares
    Change vs previous 13F -94 shares

    0.8% of the 13F portfolio, value $1,340,140.

    13F-HR 0002034054-26-000002 filed by William B. Walkup & Associates, Inc.
    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 18,761 shares
    Change vs previous 13F +129 shares

    0.96% of the 13F portfolio, value $1,748,525.

    13F-HR 0002034054-26-000001 filed by William B. Walkup & Associates, Inc.
    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 18,632 shares
    Change vs previous 13F -5 shares

    0.84% of the 13F portfolio, value $1,561,734.

    13F-HR 0002034054-25-000008 filed by William B. Walkup & Associates, Inc.
    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 18,637 shares
    Change vs previous 13F -30 shares

    0.88% of the 13F portfolio, value $1,493,196.

    13F-HR 0002034054-25-000006 filed by William B. Walkup & Associates, Inc.
    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 18,667 shares
    Change vs previous 13F +830 shares

    0.82% of the 13F portfolio, value $1,340,140.

    13F-HR 0002034054-25-000002 filed by William B. Walkup & Associates, Inc.
    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 17,837 shares
    Change vs previous 13F -106 shares

    0.79% of the 13F portfolio, value $1,252,906.

    13F-HR 0002034054-25-000001 filed by William B. Walkup & Associates, Inc.
    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 17,943 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,013,614.

    13F-HR 0002034054-24-000002 filed by William B. Walkup & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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