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CARY STREET PARTNERS ASSET MANAGEMENT LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on WFC, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 34,103 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,103 shares
    Change vs previous 13F +864 shares

    0.06% of the 13F portfolio, value $2,818,305.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 26,292 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,811 shares

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

  2. period ended2026-03-31
    13F 33,239 shares
    Change vs previous 13F -2,587 shares

    0.06% of the 13F portfolio, value $2,646,166.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 25,766 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,473 shares

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

  3. period ended2025-12-31
    13F 35,826 shares
    Change vs previous 13F +166 shares

    0.08% of the 13F portfolio, value $3,339,056.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 28,081 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,745 shares

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

  4. period ended2025-09-30
    13F 35,660 shares
    Change vs previous 13F -199 shares

    0.07% of the 13F portfolio, value $2,989,047.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 28,913 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,747 shares

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

  5. period ended2025-06-30
    13F 35,859 shares
    Change vs previous 13F +17,138 shares

    0.08% of the 13F portfolio, value $2,873,079.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 29,768 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,091 shares

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

  6. period ended2025-03-31
    13F 18,721 shares
    Change vs previous 13F +2,424 shares

    0.04% of the 13F portfolio, value $1,344,029.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 13,529 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,192 shares

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

  7. period ended2024-12-31
    13F 16,297 shares
    Change vs previous 13F +800 shares

    0.04% of the 13F portfolio, value $1,144,693.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 11,867 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,430 shares

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

  8. period ended2024-09-30
    13F 15,497 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $875,443.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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