Skip to content

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

  1. period ended2026-06-30
    13F 8,109 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 8,070 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 7,197 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 8,049 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 7,877 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 9,022 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 9,174 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 6,132 shares
    Change 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), ingested

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