Skip to content
Disclosery

Checchi Capital Advisers, LLC: WFC position timeline

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

Checchi Capital Advisers, LLC held 51,113 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,113 shares
    Change vs previous 13F -311 shares

    0.27% of the 13F portfolio, value $4,223,937.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 51,424 shares
    Change vs previous 13F +1,799 shares

    0.28% of the 13F portfolio, value $4,093,825.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 49,625 shares
    Change vs previous 13F -1,462 shares

    0.31% of the 13F portfolio, value $4,625,003.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 51,087 shares
    Change vs previous 13F -1,657 shares

    0.29% of the 13F portfolio, value $4,282,070.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 52,744 shares
    Change vs previous 13F -2,751 shares

    0.29% of the 13F portfolio, value $4,225,809.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 55,495 shares
    Change vs previous 13F +1,182 shares

    0.28% of the 13F portfolio, value $3,983,986.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 54,313 shares
    Change vs previous 13F +1,126 shares

    0.29% of the 13F portfolio, value $3,814,945.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 53,187 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,004,534.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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