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WELLS FARGO & COMPANY/MN: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WELLS FARGO & COMPANY/MN on LPLA, newest first. How the timeline and the estimate are built.

WELLS FARGO & COMPANY/MN held 387,223 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 387,223 shares
    Change vs previous 13F -33,466 shares

    0.02% of the 13F portfolio, value $109,072,823.

    13F-HR 0000072971-26-000304 filed by WELLS FARGO & COMPANY/MN
    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/A 420,689 shares
    Change vs previous 13F -66,239 shares

    0.03% of the 13F portfolio, value $126,555,909.

    13F-HR/A 0000072971-26-000285 filed by WELLS FARGO & COMPANY/MN
    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 486,928 shares
    Change vs previous 13F -76,685 shares

    0.03% of the 13F portfolio, value $173,915,900.

    13F-HR 0000072971-26-000123 filed by WELLS FARGO & COMPANY/MN
    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 563,613 shares
    Change vs previous 13F -38,407 shares

    0.04% of the 13F portfolio, value $187,508,197.

    13F-HR 0000072971-25-000256 filed by WELLS FARGO & COMPANY/MN
    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 602,020 shares
    Change vs previous 13F +6,175 shares

    0.05% of the 13F portfolio, value $225,739,458.

    13F-HR 0000072971-25-000214 filed by WELLS FARGO & COMPANY/MN
    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 595,845 shares
    Change vs previous 13F +91,257 shares

    0.05% of the 13F portfolio, value $194,924,772.

    13F-HR 0000072971-25-000149 filed by WELLS FARGO & COMPANY/MN
    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 504,588 shares
    Change vs previous 13F +6,365 shares

    0.04% of the 13F portfolio, value $164,752,856.

    13F-HR 0000072971-25-000059 filed by WELLS FARGO & COMPANY/MN
    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 498,223 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $115,901,702.

    13F-HR 0000072971-24-000247 filed by WELLS FARGO & COMPANY/MN
    Filed (acceptance time not in the bulk data set), ingested

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