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Disclosery

Quilter Plc: WFC position timeline

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

Quilter Plc held 14,611 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,611 shares
    Change vs previous 13F -10 shares

    0.02% of the 13F portfolio, value $1,207,453.

    13F-HR 0001770632-26-000003 filed by Quilter Plc
    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 14,621 shares
    Change vs previous 13F -357 shares

    0.02% of the 13F portfolio, value $1,163,978.

    13F-HR 0001770632-26-000002 filed by Quilter Plc
    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 14,978 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $1,395,949.

    13F-HR 0001770632-26-000001 filed by Quilter Plc
    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 14,923 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $1,250,846.

    13F-HR 0001770632-25-000017 filed by Quilter Plc
    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 15,323 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,227,679.

    13F-HR 0001770632-25-000011 filed by Quilter Plc
    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 15,323 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,100,038.

    13F-HR 0001770632-25-000006 filed by Quilter Plc
    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 15,323 shares
    Change vs previous 13F -1,890 shares

    0.02% of the 13F portfolio, value $1,076,288.

    13F-HR 0001770632-25-000001 filed by Quilter Plc
    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 17,213 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $972,362.

    13F-HR 0001770632-24-000017 filed by Quilter Plc
    Filed (acceptance time not in the bulk data set), ingested

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