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Cambridge Investment Research Advisors, Inc.: WFC position timeline

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

Cambridge Investment Research Advisors, Inc. held 472,117 WFC shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 472,117 shares
    Change vs previous 13F +32,115 shares

    0.09% of the 13F portfolio, value $39,016,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, Inc.
    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 440,002 shares
    Change vs previous 13F -5,118 shares

    0.09% of the 13F portfolio, value $35,029,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, Inc.
    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 445,120 shares
    Change vs previous 13F +10,192 shares

    0.11% of the 13F portfolio, value $41,485,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, Inc.
    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 434,928 shares
    Change vs previous 13F +13,191 shares

    0.1% of the 13F portfolio, value $36,456,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, Inc.
    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 421,737 shares
    Change vs previous 13F +6,281 shares

    0.1% of the 13F portfolio, value $33,790,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, Inc.
    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 415,456 shares
    Change vs previous 13F -12,395 shares

    0.1% of the 13F portfolio, value $29,826,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research Advisors, Inc.
    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 427,851 shares
    Change vs previous 13F -18,642 shares

    0.1% of the 13F portfolio, value $30,052,000.

    13F-HR 0001419186-25-000003 filed by Cambridge Investment Research Advisors, Inc.
    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 446,493 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $25,222,000.

    13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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