WELLS FARGO & COMPANY/MN
Holdings in SWKHL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $58,617 | 3,408 | Shares | Defined | 2026-02-13 |
| 2025-09-30 | $33,916 | 2,331 | Shares | Defined | 2025-11-13 |
| 2025-06-30 | $28,757 | 1,951 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $26,691 | 1,937 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $24,280 | 1,932 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $20,701 | 1,511 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $23,047 | 1,712 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $21,615 | 1,566 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $19,419 | 1,398 | Shares | Defined | 2024-02-09 |
| 2023-09-30 | $14,901 | 1,194 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $19,021 | 1,434 | Shares | Defined | 2023-08-15 |
| 2023-03-31 | $8,958 | 633 | Shares | Defined | 2023-05-12 |
| 2022-09-30 | $121 | 9 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $622 | 45 | Shares | Defined | 2022-08-12 |
| 2022-03-31 | $280 | 21 | Shares | Defined | 2022-05-16 |
| 2021-12-31 | $326 | 21 | Shares | Defined | 2022-02-14 |
| 2021-09-30 | $302 | 21 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $1,140 | 82 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $15,069 | 1,308 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $24,686 | 2,165 | Shares | Defined | 2021-02-09 |
| 2020-09-30 | $14,099 | 1,271 | Shares | Defined | 2020-11-05 |
| 2020-06-30 | $17,381 | 1,831 | Shares | Defined | 2020-08-13 |