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WELLS FARGO & COMPANY/MN: LZM position timeline

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

WELLS FARGO & COMPANY/MN held 35,606 LZM 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 35,606 shares
    Change vs previous 13F +23,765 shares

    <0.01% of the 13F portfolio, value $138,152.

    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 11,841 shares
    Change vs previous 13F -18,568 shares

    <0.01% of the 13F portfolio, value $39,786.

    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 30,409 shares
    Change vs previous 13F +13,309 shares

    <0.01% of the 13F portfolio, value $129,846.

    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 17,100 shares
    Change vs previous 13F +2,705 shares

    <0.01% of the 13F portfolio, value $93,708.

    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 14,395 shares
    Change vs previous 13F -7,574 shares

    <0.01% of the 13F portfolio, value $59,307.

    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 21,969 shares
    Change vs previous 13F +486 shares

    <0.01% of the 13F portfolio, value $91,830.

    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 21,483 shares
    Change vs previous 13F +4,666 shares

    <0.01% of the 13F portfolio, value $149,306.

    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 16,817 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $117,719.

    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).