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Disclosery

Worth Asset Management, LLC: WFC position timeline

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

Worth Asset Management, LLC held 2,733 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,733 shares
    Change vs previous 13F +2,733 shares

    0.06% of the 13F portfolio, value $218,811.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -7,649 shares

    13F-HR 0001927285-25-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 7,649 shares
    Change vs previous 13F -25,474 shares

    0.3% of the 13F portfolio, value $549,122.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    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 33,123 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,326,560.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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