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AVISO WEALTH MANAGEMENT: WFC position timeline

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

AVISO WEALTH MANAGEMENT held 25,939 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,939 shares
    Change vs previous 13F -18 shares

    0.73% of the 13F portfolio, value $2,143,666.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 25,957 shares
    Change vs previous 13F +1,344 shares

    0.93% of the 13F portfolio, value $2,066,502.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 24,613 shares
    Change vs previous 13F +203 shares

    0.96% of the 13F portfolio, value $2,293,942.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 24,410 shares
    Change vs previous 13F +886 shares

    0.89% of the 13F portfolio, value $2,046,083.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 23,524 shares
    Change vs previous 13F -589 shares

    0.88% of the 13F portfolio, value $1,884,722.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 24,113 shares
    Change vs previous 13F -4,165 shares

    0.92% of the 13F portfolio, value $1,731,076.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 28,278 shares
    Change vs previous 13F +11,683 shares

    1.01% of the 13F portfolio, value $1,986,222.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 16,595 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $937,462.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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