Skip to content
Disclosery

Advanced Portfolio Management, LLC: WFC position timeline

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

Advanced Portfolio Management, LLC held 5,130 WFC shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,130 shares
    Change vs previous 13F +84 shares

    1.46% of the 13F portfolio, value $478,116.

    13F-HR 0001940461-26-000002 filed by Advanced Portfolio Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 5,046 shares
    Change vs previous 13F -17,500 shares

    1.11% of the 13F portfolio, value $427,144.

    13F-HR 0001940461-25-000010 filed by Advanced Portfolio Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 22,546 shares
    Change vs previous 13F +17,500 shares

    5.05% of the 13F portfolio, value $1,806,386.

    13F-HR 0001940461-25-000006 filed by Advanced Portfolio Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 5,046 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $362,252.

    13F-HR 0001940461-25-000004 filed by Advanced Portfolio Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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