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Disclosery

Arax Advisory Partners: WFC position timeline

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

Arax Advisory Partners held 138,486 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 138,486 shares
    Change vs previous 13F +112,094 shares

    0.08% of the 13F portfolio, value $11,444,462.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 26,392 shares
    Change vs previous 13F -14,964 shares

    0.06% of the 13F portfolio, value $2,101,105.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 41,356 shares
    Change vs previous 13F -46,294 shares

    0.11% of the 13F portfolio, value $3,854,360.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 87,650 shares
    Change vs previous 13F +81,351 shares

    0.11% of the 13F portfolio, value $7,346,884.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 6,299 shares
    Change vs previous 13F +1,841 shares

    0.03% of the 13F portfolio, value $641,321.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 4,458 shares
    Change vs previous 13F -951 shares

    0.02% of the 13F portfolio, value $320,061.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 5,409 shares
    Change vs previous 13F +1,569 shares

    0.02% of the 13F portfolio, value $379,937.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 3,840 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $216,927.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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