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Disclosery

EDMOND DE ROTHSCHILD HOLDING S.A.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EDMOND DE ROTHSCHILD HOLDING S.A. on WFC, newest first. How the timeline and the estimate are built.

EDMOND DE ROTHSCHILD HOLDING S.A. held 761,010 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 761,010 shares
    Change vs previous 13F -195 shares

    0.83% of the 13F portfolio, value $62,889,866.

    13F-HR 0000947871-26-000768 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 761,205 shares
    Change vs previous 13F +471,028 shares

    0.88% of the 13F portfolio, value $60,599,531.

    13F-HR 0000947871-26-000520 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 290,177 shares
    Change vs previous 13F -20,564 shares

    0.38% of the 13F portfolio, value $27,044,496.

    13F-HR 0000947871-26-000171 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 310,741 shares
    Change vs previous 13F +21,903 shares

    0.4% of the 13F portfolio, value $26,046,310.

    13F-HR 0000947871-25-000990 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 288,838 shares
    Change vs previous 13F +59,178 shares

    0.37% of the 13F portfolio, value $23,141,700.

    13F-HR 0000947871-25-000740 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 229,660 shares
    Change vs previous 13F -24,719 shares

    0.29% of the 13F portfolio, value $16,487,295.

    13F-HR 0000947871-25-000513 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 254,379 shares
    Change vs previous 13F -71,968 shares

    0.31% of the 13F portfolio, value $17,867,581.

    13F-HR 0000947871-25-000124 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 326,347 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $18,435,342.

    13F-HR 0000947871-24-000880 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    Filed (acceptance time not in the bulk data set), ingested

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