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CYNOSURE ADVISORS, LLC: WFC position timeline

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

CYNOSURE ADVISORS, LLC held 1,713,474 WFC shares at 2018-09-30 per its 13F-HR filed 2018-11-14.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 1,713,474 shares
    Change vs previous 13F +272,041 shares

    37.77% of the 13F portfolio, value $90,060,000.

    13F-HR 0001743636-18-000006 filed by CYNOSURE 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 ended2018-06-30
    13F 1,441,433 shares
    Change vs previous 13F -631,645 shares

    21.73% of the 13F portfolio, value $79,913,000.

    13F-HR 0001743636-18-000005 filed by CYNOSURE 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 ended2018-03-31
    13F 2,073,078 shares
    Change vs previous 13F -22,157 shares

    27.41% of the 13F portfolio, value $108,650,000.

    13F-HR 0001743636-18-000003 filed by CYNOSURE 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 ended2017-12-31
    13F 2,095,235 shares
    Change vs previous 13F not available

    29.23% of the 13F portfolio, value $127,118,000.

    13F-HR 0001743636-18-000002 filed by CYNOSURE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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