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GUARDIAN CAPITAL ADVISORS LP: WFC position timeline

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

GUARDIAN CAPITAL ADVISORS LP held 61,018 WFC shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 61,018 shares
    Change vs previous 13F -790 shares

    0.33% of the 13F portfolio, value $3,379,787.

    13F-HR 0001062993-24-018776 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 61,808 shares
    Change vs previous 13F -5,214 shares

    0.39% of the 13F portfolio, value $3,691,174.

    13F-HR 0001062993-24-014901 filed by GUARDIAN CAPITAL 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 ended2024-03-31
    13F 67,022 shares
    Change vs previous 13F -4,518 shares

    0.41% of the 13F portfolio, value $3,832,318.

    13F-HR 0001062993-24-010180 filed by GUARDIAN CAPITAL 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 ended2023-12-31
    13F 71,540 shares
    Change vs previous 13F -2,212 shares

    0.37% of the 13F portfolio, value $3,571,277.

    13F-HR 0001062993-24-002369 filed by GUARDIAN CAPITAL 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 ended2023-09-30
    13F 73,752 shares
    Change vs previous 13F -200 shares

    0.33% of the 13F portfolio, value $2,927,217.

    13F-HR 0001062993-23-020645 filed by GUARDIAN CAPITAL 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 ended2023-06-30
    13F 73,952 shares
    Change vs previous 13F -5,011 shares

    0.36% of the 13F portfolio, value $3,199,164.

    13F-HR 0001062993-23-016410 filed by GUARDIAN CAPITAL 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 ended2023-03-31
    13F 78,963 shares
    Change vs previous 13F -9,160 shares

    0.36% of the 13F portfolio, value $3,094,560.

    13F-HR 0001062993-23-011129 filed by GUARDIAN CAPITAL 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 ended2022-12-31
    13F 88,123 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,774,308.

    13F-HR 0001062993-23-003346 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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