CFO4Life Group, LLC: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on WFC, newest first. How the timeline and the estimate are built.
CFO4Life Group, LLC held 8,109 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 8,109 sharesChange vs previous 13F +39 shares
0.09% of the 13F portfolio, value $670,121.
13F-HR 0001765380-26-000360 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,070 sharesChange vs previous 13F +873 shares
0.1% of the 13F portfolio, value $642,457.
13F-HR 0001765380-26-000199 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,197 sharesChange vs previous 13F -852 shares
0.1% of the 13F portfolio, value $670,755.
13F-HR 0001765380-26-000075 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,049 sharesChange vs previous 13F +172 shares
0.1% of the 13F portfolio, value $674,708.
13F-HR 0001765380-25-000451 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,877 sharesChange vs previous 13F -1,145 shares
0.1% of the 13F portfolio, value $631,098.
13F-HR 0001765380-25-000315 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,022 sharesChange vs previous 13F -152 shares
0.11% of the 13F portfolio, value $647,697.
13F-HR 0001765380-25-000154 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,174 sharesChange vs previous 13F +3,042 shares
0.11% of the 13F portfolio, value $644,379.
13F-HR 0001765380-25-000070 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,132 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $346,375.
13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).