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Disclosery

Fiduciary Alliance LLC: WFC position timeline

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

Fiduciary Alliance LLC held 17,262 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,262 shares
    Change vs previous 13F -393 shares

    0.1% of the 13F portfolio, value $1,426,547.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 17,655 shares
    Change vs previous 13F -755 shares

    0.09% of the 13F portfolio, value $1,417,548.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 18,410 shares
    Change vs previous 13F +11,456 shares

    0.11% of the 13F portfolio, value $1,715,848.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 6,954 shares
    Change vs previous 13F -9,794 shares

    0.04% of the 13F portfolio, value $582,926.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 16,748 shares
    Change vs previous 13F -2,298 shares

    0.1% of the 13F portfolio, value $1,341,814.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 19,046 shares
    Change vs previous 13F -2,621 shares

    0.13% of the 13F portfolio, value $1,367,322.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 21,667 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,521,899.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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