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BTG Pactual Asset Management US LLC: WFC position timeline

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

BTG Pactual Asset Management US LLC held 3,738 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 3,738 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $308,908.

    13F-HR 0001569579-26-000004 filed by BTG Pactual Asset Management US 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 3,736 shares
    Change vs previous 13F -2,156 shares

    0.03% of the 13F portfolio, value $297,423.

    13F-HR 0001569579-26-000002 filed by BTG Pactual Asset Management US 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 5,892 shares
    Change vs previous 13F +1,020 shares

    0.06% of the 13F portfolio, value $549,134.

    13F-HR 0001569579-26-000001 filed by BTG Pactual Asset Management US 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 4,872 shares
    Change vs previous 13F +4,872 shares

    0.05% of the 13F portfolio, value $408,371.

    13F-HR 0001569579-25-000003 filed by BTG Pactual Asset Management US 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 0 shares
    Change vs previous 13F -3,335 shares

    13F-HR 0001085146-25-005197 filed by BTG Pactual Asset Management US 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.

  6. period ended2025-03-31
    13F 3,335 shares
    Change vs previous 13F -63,947 shares

    0.03% of the 13F portfolio, value $239,420.

    13F-HR 0001085146-25-003224 filed by BTG Pactual Asset Management US 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 67,282 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,725,888.

    13F-HR 0001085146-25-001265 filed by BTG Pactual Asset Management US LLC
    Filed (acceptance time not in the bulk data set), ingested

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