Skip to content
Disclosery

CSat Investment Advisory, L.P.: WFC position timeline

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

CSat Investment Advisory, L.P. held 124 WFC shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 124 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $5,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 168 shares
    Change vs previous 13F -10,640 shares

    <0.01% of the 13F portfolio, value $5,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 10,808 shares
    Change vs previous 13F +1,031 shares

    0.03% of the 13F portfolio, value $255,000.

    13F-HR 0001398344-20-022558 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 9,777 shares
    Change vs previous 13F -558 shares

    0.04% of the 13F portfolio, value $251,000.

    13F-HR 0001398344-20-015227 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 10,335 shares
    Change vs previous 13F +1,379 shares

    0.08% of the 13F portfolio, value $297,000.

    13F-HR 0001398344-20-009921 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 8,956 shares
    Change vs previous 13F +1,299 shares

    0.17% of the 13F portfolio, value $482,000.

    13F-HR 0001398344-20-003315 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 7,657 shares
    Change vs previous 13F +1,008 shares

    0.17% of the 13F portfolio, value $386,000.

    13F-HR 0001398344-19-020246 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 6,649 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $315,000.

    13F-HR 0001398344-19-014440 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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