GUARDIAN CAPITAL LP: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDIAN CAPITAL LP on WFC, newest first. How the timeline and the estimate are built.
GUARDIAN CAPITAL LP held 46,883 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 46,883 sharesChange vs previous 13F -9,330 shares
0.35% of the 13F portfolio, value $3,874,411.
13F-HR 0001062993-26-003901 filed by Guardian Partners Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 56,213 sharesChange vs previous 13F -1,849 shares
0.37% of the 13F portfolio, value $4,486,595.
13F-HR 0001062993-26-002742 filed by Guardian Partners Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 58,062 sharesShare basis changed not comparable
Membership change: Guardian Partners Inc. joined the group. 0.43% of the 13F portfolio, value $5,390,086.
13F-HR 0001062993-26-000999 filed by Guardian Partners Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).