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Cascade Investment Advisors, Inc.: WFC position timeline

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

Cascade Investment Advisors, Inc. held 12,747 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,747 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,053,412.

    13F-HR 0001941040-26-000420 filed by Cascade Investment 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 12,747 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,014,789.

    13F-HR 0001941040-26-000219 filed by Cascade Investment 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 12,747 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,188,020.

    13F-HR 0001941040-26-000020 filed by Cascade Investment 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 12,747 shares
    Change vs previous 13F -1,660 shares

    0.65% of the 13F portfolio, value $1,068,454.

    13F-HR 0001941040-25-000537 filed by Cascade Investment 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 14,407 shares
    Change vs previous 13F -13 shares

    0.74% of the 13F portfolio, value $1,154,289.

    13F-HR 0001941040-25-000361 filed by Cascade Investment 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 14,420 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,035,212.

    13F-HR 0001941040-25-000191 filed by Cascade Investment 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 14,420 shares
    Change vs previous 13F -680 shares

    0.65% of the 13F portfolio, value $1,012,861.

    13F-HR 0001941040-25-000028 filed by Cascade Investment 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 15,100 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $852,999.

    13F-HR 0001941040-24-000414 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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