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Disclosery

WELLS FARGO & COMPANY/MN: SWBI position timeline

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

WELLS FARGO & COMPANY/MN held 48,381 SWBI 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 48,381 shares
    Change vs previous 13F -60,496 shares

    <0.01% of the 13F portfolio, value $727,645.

    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 108,877 shares
    Change vs previous 13F +19,538 shares

    <0.01% of the 13F portfolio, value $1,560,213.

    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 89,339 shares
    Change vs previous 13F +14,060 shares

    <0.01% of the 13F portfolio, value $881,780.

    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 75,279 shares
    Change vs previous 13F -8,765 shares

    <0.01% of the 13F portfolio, value $739,997.

    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 84,044 shares
    Change vs previous 13F +45,105 shares

    <0.01% of the 13F portfolio, value $729,506.

    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 38,939 shares
    Change vs previous 13F -4,596 shares

    <0.01% of the 13F portfolio, value $362,914.

    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 43,535 shares
    Change vs previous 13F +7,795 shares

    <0.01% of the 13F portfolio, value $439,917.

    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 35,740 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $463,908.

    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).