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Atlanta Consulting Group Advisors, LLC: WFC position timeline

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

Atlanta Consulting Group Advisors, LLC held 18,514 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 18,514 shares
    Change vs previous 13F +13,339 shares

    0.24% of the 13F portfolio, value $1,529,997.

    13F-HR 0001420506-26-001758 filed by Atlanta Consulting Group 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 5,175 shares
    Change vs previous 13F -1,273 shares

    0.09% of the 13F portfolio, value $411,982.

    13F-HR 0001420506-26-001096 filed by Atlanta Consulting Group 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 6,448 shares
    Change vs previous 13F +6,448 shares

    0.14% of the 13F portfolio, value $600,954.

    13F-HR 0001420506-26-000296 filed by Atlanta Consulting Group 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 ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -4,867 shares

    13F-HR/A 0001420506-25-001324 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F 4,867 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $274,937.

    13F-HR 0001420506-24-002239 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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