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Disclosery

Clearstead Advisors, LLC: WFC position timeline

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

Clearstead Advisors, LLC held 121,810 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,810 shares
    Change vs previous 13F -400 shares

    0.1% of the 13F portfolio, value $10,066,416.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 122,210 shares
    Change vs previous 13F +14,378 shares

    0.09% of the 13F portfolio, value $9,729,116.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 107,832 shares
    Change vs previous 13F +6,104 shares

    0.13% of the 13F portfolio, value $10,049,946.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 101,728 shares
    Change vs previous 13F +4,569 shares

    0.12% of the 13F portfolio, value $8,526,911.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 97,159 shares
    Change vs previous 13F +12,512 shares

    0.11% of the 13F portfolio, value $7,784,362.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 84,647 shares
    Change vs previous 13F -7,055 shares

    0.09% of the 13F portfolio, value $6,076,792.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 91,702 shares
    Change vs previous 13F -556 shares

    0.1% of the 13F portfolio, value $6,441,213.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 92,258 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,211,645.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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