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ADVISORTRUST PARTNERS, LLC: WFC position timeline

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

ADVISORTRUST PARTNERS, LLC held 8,232 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,232 shares
    Change vs previous 13F -328 shares

    0.23% of the 13F portfolio, value $680,292.

    13F-HR 0001398344-26-013936 filed by ADVISORTRUST PARTNERS, 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 8,560 shares
    Change vs previous 13F -1,970 shares

    0.28% of the 13F portfolio, value $681,462.

    13F-HR 0001398344-26-008546 filed by ADVISORTRUST PARTNERS, 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 10,530 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $981,396.

    13F-HR 0001398344-26-004941 filed by ADVISORTRUST PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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