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AIMZ Investment Advisors, LLC: WFC position timeline

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

AIMZ Investment Advisors, LLC held 10,844 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,844 shares
    Change vs previous 13F -314 shares

    0.25% of the 13F portfolio, value $896,148.

    13F-HR 0001630365-26-000007 filed by AIMZ Investment 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 11,158 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $888,288.

    13F-HR 0001630365-26-000005 filed by AIMZ Investment 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 11,158 shares
    Change vs previous 13F -314 shares

    0.3% of the 13F portfolio, value $1,039,926.

    13F-HR 0001630365-26-000002 filed by AIMZ Investment 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 11,472 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $961,583.

    13F-HR 0001630365-25-000011 filed by AIMZ Investment 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 11,472 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $919,137.

    13F-HR 0001630365-25-000009 filed by AIMZ Investment 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 11,472 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $823,575.

    13F-HR 0001630365-25-000005 filed by AIMZ Investment 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 11,472 shares
    Change vs previous 13F -83 shares

    0.28% of the 13F portfolio, value $805,793.

    13F-HR 0001630365-25-000002 filed by AIMZ Investment 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 11,555 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $652,742.

    13F-HR 0001630365-24-000009 filed by AIMZ Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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