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Ategra Capital Management, LLC: WFC position timeline

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

Ategra Capital Management, LLC held 144,410 WFC 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 144,410 shares
    Change vs previous 13F 0 shares

    6.34% of the 13F portfolio, value $11,934,042.

    13F-HR 0001636587-26-000066 filed by Ategra Capital Management, 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 144,410 shares
    Change vs previous 13F +138,410 shares

    6.4% of the 13F portfolio, value $11,496,480.

    13F-HR 0001636587-26-000030 filed by Ategra Capital Management, 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 6,000 shares
    Change vs previous 13F +6,000 shares

    0.32% of the 13F portfolio, value $559,200.

    13F-HR 0000919574-26-001136 filed by Ategra Capital 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -153,825 shares

    13F-HR 0000919574-25-003171 filed by Ategra Capital 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.

  5. period ended2024-12-31
    13F 153,825 shares
    Change vs previous 13F -42,900 shares

    7.29% of the 13F portfolio, value $10,804,668.

    13F-HR 0000919574-25-001340 filed by Ategra Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 196,725 shares
    Change vs previous 13F not available

    8.08% of the 13F portfolio, value $11,112,995.

    13F-HR 0000919574-24-006337 filed by Ategra Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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