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Disclosery

Brown Financial Advisors: WFC position timeline

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

Brown Financial Advisors held 5,283 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,283 shares
    Change vs previous 13F +98 shares

    0.15% of the 13F portfolio, value $436,587.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 5,185 shares
    Change vs previous 13F +57 shares

    0.16% of the 13F portfolio, value $412,778.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 5,128 shares
    Change vs previous 13F -113 shares

    0.17% of the 13F portfolio, value $477,930.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 5,241 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $439,301.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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