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Cetera Investment Advisers: WFC position timeline

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

Cetera Investment Advisers held 1,040,585 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,040,585 shares
    Change vs previous 13F +18,768 shares

    0.08% of the 13F portfolio, value $85,993,919.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 1,021,817 shares
    Change vs previous 13F +27,165 shares

    0.09% of the 13F portfolio, value $81,346,750.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 994,652 shares
    Change vs previous 13F +37,809 shares

    0.1% of the 13F portfolio, value $92,701,556.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 956,843 shares
    Change vs previous 13F +219,376 shares

    0.09% of the 13F portfolio, value $80,202,655.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 737,467 shares
    Change vs previous 13F +33,562 shares

    0.1% of the 13F portfolio, value $59,085,864.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 703,905 shares
    Change vs previous 13F +47,090 shares

    0.1% of the 13F portfolio, value $50,533,319.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 656,815 shares
    Change vs previous 13F +17,819 shares

    0.1% of the 13F portfolio, value $46,134,713.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 638,996 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $36,096,899.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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