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Disclosery

LGT Group Foundation: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LGT Group Foundation on WFC, newest first. How the timeline and the estimate are built.

LGT Group Foundation held 352,951 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 352,951 shares
    Change vs previous 13F -1,636 shares

    0.33% of the 13F portfolio, value $29,167,870.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    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 354,587 shares
    Change vs previous 13F +11,719 shares

    0.34% of the 13F portfolio, value $28,228,671.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    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 342,868 shares
    Change vs previous 13F +41,971 shares

    0.35% of the 13F portfolio, value $32,335,881.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    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 300,897 shares
    Change vs previous 13F +4,809 shares

    0.28% of the 13F portfolio, value $24,333,539.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    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 296,088 shares
    Change vs previous 13F +3,210 shares

    0.3% of the 13F portfolio, value $23,722,570.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    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 292,878 shares
    Change vs previous 13F +257,220 shares

    0.29% of the 13F portfolio, value $21,025,713.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    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 35,658 shares
    Change vs previous 13F -20,153 shares

    0.04% of the 13F portfolio, value $2,504,617.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    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 55,811 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,086,348.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

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