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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: WFC position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 13,257 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,257 shares
    Change vs previous 13F +220 shares

    0.07% of the 13F portfolio, value $1,061,256.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,037 shares
    Change vs previous 13F +53 shares

    0.08% of the 13F portfolio, value $1,077,402.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    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 12,984 shares
    Change vs previous 13F +235 shares

    0.08% of the 13F portfolio, value $1,033,670.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,749 shares
    Change vs previous 13F +565 shares

    0.09% of the 13F portfolio, value $1,188,213.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,184 shares
    Change vs previous 13F -95 shares

    0.08% of the 13F portfolio, value $1,021,260.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,279 shares
    Change vs previous 13F +115 shares

    0.09% of the 13F portfolio, value $983,782.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    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 12,164 shares
    Change vs previous 13F +180 shares

    0.08% of the 13F portfolio, value $873,235.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,984 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $841,731.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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