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Disclosery

Financial Engines Advisors L.L.C.: WFC position timeline

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

Financial Engines Advisors L.L.C. held 18,030 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,030 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $1,489,993.

    13F-HR 0001214659-26-010131 filed by Financial Engines Advisors L.L.C.
    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 18,081 shares
    Change vs previous 13F -934 shares

    <0.01% of the 13F portfolio, value $1,439,414.

    13F-HR 0001214659-26-006143 filed by Financial Engines Advisors L.L.C.
    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 19,015 shares
    Change vs previous 13F +1,733 shares

    <0.01% of the 13F portfolio, value $1,772,176.

    13F-HR 0001214659-26-001606 filed by Financial Engines Advisors L.L.C.
    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 17,282 shares
    Change vs previous 13F +2,489 shares

    <0.01% of the 13F portfolio, value $1,448,577.

    13F-HR 0001214659-25-016774 filed by Financial Engines Advisors L.L.C.
    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 14,793 shares
    Change vs previous 13F +815 shares

    <0.01% of the 13F portfolio, value $1,185,377.

    13F-HR 0001214659-25-012011 filed by Financial Engines Advisors L.L.C.
    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 13,978 shares
    Change vs previous 13F -1,035 shares

    <0.01% of the 13F portfolio, value $1,003,004.

    13F-HR 0001214659-25-007384 filed by Financial Engines Advisors L.L.C.
    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 15,013 shares
    Change vs previous 13F +4,811 shares

    <0.01% of the 13F portfolio, value $1,054,496.

    13F-HR 0001214659-25-002426 filed by Financial Engines Advisors L.L.C.
    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 10,202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $576,317.

    13F-HR 0001214659-24-018676 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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