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Disclosery

CWC Advisors, LLC.: WFC position timeline

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

CWC Advisors, LLC. held 23,838 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 23,838 shares
    Change vs previous 13F -1,386 shares

    0.87% of the 13F portfolio, value $1,969,972.

    13F-HR 0001941040-26-000433 filed by CWC 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 25,224 shares
    Change vs previous 13F -213 shares

    0.96% of the 13F portfolio, value $2,008,083.

    13F-HR 0001941040-26-000223 filed by CWC 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 25,437 shares
    Change vs previous 13F -119 shares

    1.14% of the 13F portfolio, value $2,370,728.

    13F-HR 0001941040-26-000043 filed by CWC 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 25,556 shares
    Change vs previous 13F -330 shares

    1.05% of the 13F portfolio, value $2,142,104.

    13F-HR 0001941040-25-000544 filed by CWC 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 25,886 shares
    Change vs previous 13F +692 shares

    1.07% of the 13F portfolio, value $2,073,986.

    13F-HR 0001941040-25-000345 filed by CWC 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 25,194 shares
    Change vs previous 13F +8,398 shares

    1.03% of the 13F portfolio, value $1,808,677.

    13F-HR 0001941040-25-000232 filed by CWC 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 16,796 shares
    Change vs previous 13F +365 shares

    1.18% of the 13F portfolio, value $1,179,751.

    13F-HR 0001520683-25-000001 filed by CWC 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 16,431 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $928,187.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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