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WELLS FARGO & COMPANY/MN: UPBD position timeline

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

WELLS FARGO & COMPANY/MN held 67,585 UPBD 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 67,585 shares
    Change vs previous 13F +37,465 shares

    <0.01% of the 13F portfolio, value $1,434,162.

    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 30,120 shares
    Change vs previous 13F -36,559 shares

    <0.01% of the 13F portfolio, value $543,668.

    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 66,679 shares
    Change vs previous 13F +20,785 shares

    <0.01% of the 13F portfolio, value $1,170,878.

    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 45,894 shares
    Change vs previous 13F +8,230 shares

    <0.01% of the 13F portfolio, value $1,084,480.

    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 37,664 shares
    Change vs previous 13F +8,977 shares

    <0.01% of the 13F portfolio, value $945,357.

    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 28,687 shares
    Change vs previous 13F -176 shares

    <0.01% of the 13F portfolio, value $687,347.

    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 28,863 shares
    Change vs previous 13F +7,015 shares

    <0.01% of the 13F portfolio, value $841,922.

    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 21,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $698,917.

    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).