Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,239,600
+$45,450 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,227
of 2,858 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Jupiter Wealth Management LLC holds $7,316,599 across 4 Banks - Diversified names. WFC ranks #3 (16.9% of the industry book) .
All Filings in WFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239,600 | 15,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,194,150 | 15,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,398,000 | 15,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,257,300 | 15,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,201,800 | 15,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,076,850 | 15,000 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,053,600 | 15,000 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $847,350 | 15,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $890,850 | 15,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $869,400 | 15,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $738,300 | 15,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $612,900 | 15,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $640,200 | 15,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $560,700 | 15,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,754,288 | 42,487 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,909,927 | 47,487 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,860,065 | 47,487 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,288,080 | 88,487 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,245,606 | 88,487 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,992,184 | 107,567 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $4,508,257 | 99,542 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,599,401 | 92,127 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $301,800 | 10,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $235,100 | 10,000 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $295,168 | 11,530 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||