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Disclosery

Coppell Advisory Solutions LLC: WFC position timeline

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

Coppell Advisory Solutions LLC held 44,859 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,859 shares
    Change vs previous 13F +44,859 shares

    0.25% of the 13F portfolio, value $2,316,894.

    13F-HR 0001062993-26-004395 filed by Coppell Advisory Solutions 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 0 shares
    Change vs previous 13F -28,815 shares

    13F-HR 0001062993-26-002673 filed by Coppell Advisory Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 28,815 shares
    Change vs previous 13F +299 shares

    0.27% of the 13F portfolio, value $2,717,516.

    13F-HR 0001062993-26-000991 filed by Coppell Advisory Solutions 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 28,516 shares
    Change vs previous 13F -1,552 shares

    0.26% of the 13F portfolio, value $2,413,907.

    13F-HR 0001062993-25-016775 filed by Coppell Advisory Solutions 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/A 30,068 shares
    Change vs previous 13F -5,603 shares

    0.28% of the 13F portfolio, value $2,390,374.

    13F-HR/A 0001062993-25-014705 filed by Coppell Advisory Solutions 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 35,671 shares
    Change vs previous 13F -10,467 shares

    0.36% of the 13F portfolio, value $2,536,220.

    13F-HR 0001062993-25-009589 filed by Coppell Advisory Solutions 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 46,138 shares
    Change vs previous 13F -1,826 shares

    0.45% of the 13F portfolio, value $3,248,576.

    13F-HR 0001062993-25-002390 filed by Coppell Advisory Solutions 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 47,964 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,681,208.

    13F-HR 0001062993-24-019154 filed by Coppell Advisory Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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