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WELLS FARGO & COMPANY/MN: SGRY position timeline

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

WELLS FARGO & COMPANY/MN held 78,790 SGRY 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 78,790 shares
    Change vs previous 13F +40,342 shares

    <0.01% of the 13F portfolio, value $1,323,672.

    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 38,448 shares
    Change vs previous 13F -53,053 shares

    <0.01% of the 13F portfolio, value $458,300.

    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 91,501 shares
    Change vs previous 13F +27,942 shares

    <0.01% of the 13F portfolio, value $1,413,691.

    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 63,559 shares
    Change vs previous 13F +9,281 shares

    <0.01% of the 13F portfolio, value $1,375,416.

    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 54,278 shares
    Change vs previous 13F +3,371 shares

    <0.01% of the 13F portfolio, value $1,206,600.

    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 50,907 shares
    Change vs previous 13F -6,024 shares

    <0.01% of the 13F portfolio, value $1,209,042.

    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 56,931 shares
    Change vs previous 13F +783 shares

    <0.01% of the 13F portfolio, value $1,205,229.

    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 56,148 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,810,212.

    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).