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Cetera Trust Company, N.A: WFC position timeline

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

Cetera Trust Company, N.A held 19,926 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,926 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $1,646,685.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 19,926 shares
    Change vs previous 13F -300 shares

    0.9% of the 13F portfolio, value $1,586,309.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 20,226 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $1,885,063.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 20,226 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,695,343.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 20,226 shares
    Change vs previous 13F -200 shares

    0.97% of the 13F portfolio, value $1,620,507.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    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 20,426 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,466,383.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    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 20,426 shares
    Change vs previous 13F -222 shares

    0.93% of the 13F portfolio, value $1,434,722.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    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 20,648 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,166,406.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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