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Livermore
Livermore
ZHEN

Lipe & Dalton

SEC CIK
0001570396
Latest filing
Jul 14, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Lipe & Dalton, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
14,838
Value
$1.23M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of WFC by Lipe & Dalton, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,838$1.23M0.6%00.0%UnchangedHolders
Q1 202614,838$1.18M0.6%00.0%UnchangedHolders
Q4 202514,838$1.38M0.7%−1,080−6.8%ReducedHolders
Q3 202515,918$1.33M0.7%−50−0.3%ReducedHolders
Q2 202515,968$1.28M0.7%00.0%UnchangedHolders
Q1 202515,968$1.15M0.6%−500−3.0%ReducedHolders
Q4 202416,468$1.16M0.6%00.0%UnchangedHolders
Q3 202416,468$930.0K0.5%00.0%UnchangedHolders
Q2 202416,468$978.0K0.5%+168+1.0%AddedHolders
Q1 202416,300$945.0K0.5%−1,000−5.8%ReducedHolders
Q4 202317,300$852.0K0.5%00.0%UnchangedHolders
Q3 202317,300$707.0K0.4%00.0%UnchangedHolders
Q2 202317,300$738.0K0.4%−300−1.7%ReducedHolders
Q1 202317,600$658.0K0.4%00.0%UnchangedHolders
Q4 202217,600$727.0K0.4%+850+5.1%AddedHolders
Q3 202216,750$674.0K0.4%+1,000+6.3%AddedHolders
Q2 202215,750$617.0K0.4%+5,750+57.5%AddedHolders
Q1 202210,000$485.0K0.2%+1,300+14.9%AddedHolders
Q4 20218,700$417.0K0.2%00.0%UnchangedHolders
Q3 20218,700$404.0K0.2%−550−5.9%ReducedHolders
Q2 20219,250$419.0K0.2%+700+8.2%AddedHolders
Q1 20218,550$334.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.