WFC WELLS FARGO CO NEW

Ownership history in DMKC Advisory Services, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which DMKC Advisory Services, LLC reported a position in WELLS FARGO CO NEW (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.66% (2025 Q1)
Avg. % of fund
3.53%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 86,493 +4,906 +6.0% 3.54% $8.1M $92.74
2025 Q3 ADDED 81,587 +624 +0.8% 3.47% $6.8M $82.97
2025 Q2 ADDED 80,963 +24,299 +42.9% 3.38% $6.5M $78.85
2025 Q1 REDUCED 56,664 -15 -0.0% 3.66% $4.1M $70.26
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WFC price (monthly, adj. close)
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