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Morningstar Investment Management LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on WFC, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 25,926 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,926 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,063,969.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    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 25,926 shares
    Change vs previous 13F +252 shares

    0.13% of the 13F portfolio, value $2,063,969.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    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 25,674 shares
    Change vs previous 13F -65,281 shares

    0.14% of the 13F portfolio, value $2,393,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    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 90,955 shares
    Change vs previous 13F +79,272 shares

    0.28% of the 13F portfolio, value $7,624,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    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 11,683 shares
    Change vs previous 13F -83,303 shares

    0.08% of the 13F portfolio, value $936,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    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 94,986 shares
    Change vs previous 13F -94,754 shares

    0.4% of the 13F portfolio, value $6,819,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 84,523 shares
    • Morningstar Investment Management LLC: 10,463 shares

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

  7. period ended2024-12-31
    13F 189,740 shares
    Change vs previous 13F -1,694,942 shares

    0.56% of the 13F portfolio, value $13,327,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 177,256 shares
    • Morningstar Investment Management LLC: 12,484 shares

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

  8. period ended2024-09-30
    13F 1,884,682 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $105,668,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 1,834,036 shares
    • Morningstar Investment Management LLC: 50,646 shares

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