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Disclosery

Continuum Advisory, LLC: WFC position timeline

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

Continuum Advisory, LLC held 18,140 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 18,140 shares
    Change vs previous 13F +3,511 shares

    0.12% of the 13F portfolio, value $1,499,090.

    13F-HR 0001420506-26-001438 filed by Continuum Advisory, 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 14,629 shares
    Change vs previous 13F +170 shares

    0.11% of the 13F portfolio, value $1,164,615.

    13F-HR 0001420506-26-000704 filed by Continuum Advisory, 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 14,459 shares
    Change vs previous 13F -363 shares

    0.13% of the 13F portfolio, value $1,347,579.

    13F-HR 0001420506-26-000267 filed by Continuum Advisory, 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 14,822 shares
    Change vs previous 13F -796 shares

    0.13% of the 13F portfolio, value $1,242,380.

    13F-HR 0001420506-25-002870 filed by Continuum Advisory, 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 15,618 shares
    Change vs previous 13F -3,637 shares

    0.15% of the 13F portfolio, value $1,251,314.

    13F-HR 0001420506-25-001895 filed by Continuum Advisory, 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 19,255 shares
    Change vs previous 13F +3,336 shares

    0.18% of the 13F portfolio, value $1,382,316.

    13F-HR 0001420506-25-000801 filed by Continuum Advisory, 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 15,919 shares
    Change vs previous 13F +392 shares

    0.14% of the 13F portfolio, value $1,118,151.

    13F-HR 0001420506-25-000628 filed by Continuum Advisory, 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 15,527 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,130,366.

    13F-HR 0001420506-24-002589 filed by Continuum Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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