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American Capital Advisory, LLC: WFC position timeline

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

American Capital Advisory, LLC held 2,455 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,455 shares
    Change vs previous 13F +29 shares

    0.07% of the 13F portfolio, value $202,874.

    13F-HR 0002018007-26-000003 filed by American Capital Advisory, 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 2,426 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $193,128.

    13F-HR 0002018007-26-000002 filed by American Capital Advisory, 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 2,451 shares
    Change vs previous 13F +24 shares

    0.1% of the 13F portfolio, value $228,438.

    13F-HR 0002018007-26-000001 filed by American Capital Advisory, 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 2,427 shares
    Change vs previous 13F -147 shares

    0.09% of the 13F portfolio, value $203,463.

    13F-HR 0002018007-25-000005 filed by American Capital Advisory, 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 2,574 shares
    Change vs previous 13F +75 shares

    0.1% of the 13F portfolio, value $206,195.

    13F-HR 0002018007-25-000004 filed by American Capital Advisory, 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 2,499 shares
    Change vs previous 13F -357 shares

    0.1% of the 13F portfolio, value $179,420.

    13F-HR 0002018007-25-000003 filed by American Capital Advisory, 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 2,856 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $200,609.

    13F-HR 0002018007-25-000001 filed by American Capital Advisory, 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 2,854 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $161,211.

    13F-HR 0002018007-24-000005 filed by American Capital Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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