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180 WEALTH ADVISORS, LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on WFC, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 9,731 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,731 shares
    Change vs previous 13F -363 shares

    0.08% of the 13F portfolio, value $804,189.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH ADVISORS, LLC
    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 10,094 shares
    Change vs previous 13F -250 shares

    0.09% of the 13F portfolio, value $803,607.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH ADVISORS, LLC
    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 10,344 shares
    Change vs previous 13F +4,456 shares

    0.11% of the 13F portfolio, value $964,019.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH ADVISORS, LLC
    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 5,888 shares
    Change vs previous 13F +158 shares

    0.06% of the 13F portfolio, value $493,542.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH ADVISORS, LLC
    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 5,730 shares
    Change vs previous 13F -106 shares

    0.06% of the 13F portfolio, value $459,053.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH ADVISORS, LLC
    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 5,836 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $418,968.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, LLC
    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 5,836 shares
    Change vs previous 13F -175 shares

    0.06% of the 13F portfolio, value $409,887.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH ADVISORS, LLC
    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 6,011 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $339,561.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).