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ALPINE WOODS CAPITAL INVESTORS, LLC: WFC position timeline

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

ALPINE WOODS CAPITAL INVESTORS, LLC held 174,191 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,191 shares
    Change vs previous 13F 0 shares

    3.25% of the 13F portfolio, value $14,395,144.

    13F-HR 0001226886-26-000004 filed by ALPINE WOODS CAPITAL INVESTORS, 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 174,191 shares
    Change vs previous 13F -4,000 shares

    3.33% of the 13F portfolio, value $13,867,346.

    13F-HR 0001226886-26-000002 filed by ALPINE WOODS CAPITAL INVESTORS, 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 178,191 shares
    Change vs previous 13F 0 shares

    3.96% of the 13F portfolio, value $16,607,401.

    13F-HR 0001226886-26-000001 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    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 178,191 shares
    Change vs previous 13F -35,000 shares

    3.47% of the 13F portfolio, value $14,935,970.

    13F-HR 0001226886-25-000012 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    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 213,191 shares
    Change vs previous 13F -5,000 shares

    4.06% of the 13F portfolio, value $17,080,863.

    13F-HR 0001226886-25-000006 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    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 218,191 shares
    Change vs previous 13F 0 shares

    3.93% of the 13F portfolio, value $15,663,932.

    13F-HR 0001226886-25-000004 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    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 218,191 shares
    Change vs previous 13F -125,000 shares

    2.91% of the 13F portfolio, value $15,325,736.

    13F-HR 0001226886-25-000002 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    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 343,191 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $24,901,939.

    13F-HR 0001226886-24-000009 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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