Skip to content
Disclosery

DOLIVER ADVISORS, LP: WFC position timeline

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

DOLIVER ADVISORS, LP held 6,414 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,414 shares
    Change vs previous 13F -475 shares

    0.11% of the 13F portfolio, value $513,441.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,889 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $569,307.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,889 shares
    Change vs previous 13F -332 shares

    0.12% of the 13F portfolio, value $548,433.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,221 shares
    Change vs previous 13F -454 shares

    0.17% of the 13F portfolio, value $672,997.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,675 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $643,319.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,675 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $614,921.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,675 shares
    Change vs previous 13F -150 shares

    0.15% of the 13F portfolio, value $550,988.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,825 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $549,628.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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