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ROBOTTI ROBERT: WFG position timeline

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

ROBOTTI ROBERT held 296,043 WFG 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 296,043 shares
    Change vs previous 13F +163 shares

    3.23% of the 13F portfolio, value $20,021,210.

    13F-HR 0001140361-26-031881 filed by ROBOTTI ROBERT
    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 295,880 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $19,318,597.

    13F-HR 0001140361-26-020972 filed by ROBOTTI ROBERT
    Filed (acceptance time not in the bulk data set), ingested

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