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CUMBERLAND ADVISORS INC: WFC position timeline

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

CUMBERLAND ADVISORS INC held 6,300 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,300 shares
    Change vs previous 13F -2,500 shares

    0.18% of the 13F portfolio, value $520,632.

    13F-HR 0001420506-26-001264 filed by CUMBERLAND ADVISORS INC
    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 8,800 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $700,568.

    13F-HR 0001420506-26-000753 filed by CUMBERLAND ADVISORS INC
    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 8,800 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $820,160.

    13F-HR 0001420506-26-000128 filed by CUMBERLAND ADVISORS INC
    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 8,800 shares
    Change vs previous 13F -2,000 shares

    0.28% of the 13F portfolio, value $737,616.

    13F-HR 0001420506-25-003075 filed by CUMBERLAND ADVISORS INC
    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 10,800 shares
    Change vs previous 13F -21 shares

    0.36% of the 13F portfolio, value $865,296.

    13F-HR 0001420506-25-001765 filed by CUMBERLAND ADVISORS INC
    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 10,821 shares
    Change vs previous 13F +21 shares

    0.35% of the 13F portfolio, value $776,840.

    13F-HR 0001420506-25-000943 filed by CUMBERLAND ADVISORS INC
    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 10,800 shares
    Change vs previous 13F -500 shares

    0.3% of the 13F portfolio, value $758,592.

    13F-HR 0001255435-25-000001 filed by CUMBERLAND ADVISORS INC
    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 11,300 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $638,337.

    13F-HR 0001255435-24-000011 filed by CUMBERLAND ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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