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Disclosery

Cohen Investment Advisors LLC: WFC position timeline

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

Cohen Investment Advisors LLC held 52,273 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,273 shares
    Change vs previous 13F -279 shares

    1.94% of the 13F portfolio, value $4,319,840.

    13F-HR 0001845081-26-000004 filed by Cohen Investment 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 52,552 shares
    Change vs previous 13F +493 shares

    1.99% of the 13F portfolio, value $4,183,664.

    13F-HR 0001845081-26-000002 filed by Cohen Investment 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 52,059 shares
    Change vs previous 13F +233 shares

    2.23% of the 13F portfolio, value $4,851,898.

    13F-HR 0001845081-26-000001 filed by Cohen Investment 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 51,826 shares
    Change vs previous 13F +1,250 shares

    2.11% of the 13F portfolio, value $4,344,055.

    13F-HR 0001085146-25-005935 filed by Cohen Investment 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 50,576 shares
    Change vs previous 13F +1,442 shares

    2.12% of the 13F portfolio, value $4,052,149.

    13F-HR 0001085146-25-004065 filed by Cohen Investment 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/A 49,134 shares
    Change vs previous 13F +4,770 shares

    2.05% of the 13F portfolio, value $3,527,330.

    13F-HR/A 0001085146-25-002413 filed by Cohen Investment 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 44,364 shares
    Change vs previous 13F +916 shares

    1.88% of the 13F portfolio, value $3,116,127.

    13F-HR 0001085146-25-000211 filed by Cohen Investment 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 43,448 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,454,378.

    13F-HR 0001085146-24-004684 filed by Cohen Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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