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Disclosery

New York Life Investment Management LLC: WFC position timeline

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

New York Life Investment Management LLC held 426,339 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 426,339 shares
    Change vs previous 13F -3,613 shares

    0.25% of the 13F portfolio, value $35,232,655.

    13F-HR 0001133639-26-000005 filed by New York Life 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 429,952 shares
    Change vs previous 13F -729 shares

    0.29% of the 13F portfolio, value $34,228,479.

    13F-HR 0001133639-26-000002 filed by New York Life 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 430,681 shares
    Change vs previous 13F -4,526 shares

    0.35% of the 13F portfolio, value $40,139,469.

    13F-HR 0001133639-26-000001 filed by New York Life 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 435,207 shares
    Change vs previous 13F -7,581 shares

    0.32% of the 13F portfolio, value $36,479,051.

    13F-HR 0001133639-25-000002 filed by New York Life 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 442,788 shares
    Change vs previous 13F +2,762 shares

    0.33% of the 13F portfolio, value $35,476,175.

    13F-HR 0001085146-25-004443 filed by New York Life 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 440,026 shares
    Change vs previous 13F -7,106 shares

    0.32% of the 13F portfolio, value $31,589,467.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management LLC
    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 447,132 shares
    Change vs previous 13F -8,405 shares

    0.31% of the 13F portfolio, value $31,406,552.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    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 455,537 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $25,733,285.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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