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Caledonia (Private) Investments Pty Ltd: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caledonia (Private) Investments Pty Ltd on WFC, newest first. How the timeline and the estimate are built.

Caledonia (Private) Investments Pty Ltd held 3,198 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 3,198 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $264,283.

    13F-HR 0001172661-26-003659 filed by Caledonia (Private) Investments Pty Ltd
    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 3,198 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $254,593.

    13F-HR 0001172661-26-002130 filed by Caledonia (Private) Investments Pty Ltd
    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 3,198 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $298,054.

    13F-HR 0001172661-26-001048 filed by Caledonia (Private) Investments Pty Ltd
    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 3,198 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $268,056.

    13F-HR 0001172661-25-005058 filed by Caledonia (Private) Investments Pty Ltd
    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 3,198 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $256,224.

    13F-HR 0001172661-25-003486 filed by Caledonia (Private) Investments Pty Ltd
    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 3,198 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $229,584.

    13F-HR 0001172661-25-002348 filed by Caledonia (Private) Investments Pty Ltd
    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 3,198 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,628.

    13F-HR 0001172661-25-001132 filed by Caledonia (Private) Investments Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

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