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Disclosery

GM Advisory Group, LLC: WFC position timeline

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

GM Advisory Group, LLC held 27,659 WFC shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 27,659 shares
    Change vs previous 13F -1,791 shares

    0.08% of the 13F portfolio, value $2,201,966.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 29,450 shares
    Change vs previous 13F -1,498 shares

    0.11% of the 13F portfolio, value $2,744,717.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 30,948 shares
    Change vs previous 13F -2,460 shares

    0.11% of the 13F portfolio, value $2,594,076.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 33,408 shares
    Change vs previous 13F +6,081 shares

    0.13% of the 13F portfolio, value $2,676,666.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 27,327 shares
    Change vs previous 13F +196 shares

    0.11% of the 13F portfolio, value $1,961,830.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 27,131 shares
    Change vs previous 13F +10,002 shares

    0.11% of the 13F portfolio, value $1,905,715.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 17,129 shares
    Change vs previous 13F +272 shares

    0.06% of the 13F portfolio, value $967,596.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 16,857 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,001,141.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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