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Disclosery

HF Advisory Group, LLC: WFC position timeline

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

HF Advisory Group, LLC held 64,296 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 64,296 shares
    Change vs previous 13F +3,413 shares

    1.53% of the 13F portfolio, value $5,146,911.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,883 shares
    Change vs previous 13F +6,252 shares

    1.56% of the 13F portfolio, value $5,031,415.

    13F-HR 0002085853-26-000665 filed by HF 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 ended2026-03-31
    13F 54,631 shares
    Change vs previous 13F -319 shares

    1.48% of the 13F portfolio, value $4,349,222.

    13F-HR 0002085853-26-000446 filed by HF 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 ended2025-12-31
    13F/A 54,950 shares
    Change vs previous 13F +2,871 shares

    1.79% of the 13F portfolio, value $5,121,429.

    13F-HR/A 0002085853-26-000077 filed by HF 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 ended2025-09-30
    13F 52,079 shares
    Change vs previous 13F +3,435 shares

    1.6% of the 13F portfolio, value $4,365,297.

    13F-HR 0002085853-25-000012 filed by HF 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 ended2025-06-30
    13F 48,644 shares
    Change vs previous 13F +6,738 shares

    1.54% of the 13F portfolio, value $3,897,373.

    13F-HR 0001667731-25-000772 filed by HF 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 ended2025-03-31
    13F 41,906 shares
    Change vs previous 13F +3,960 shares

    1.31% of the 13F portfolio, value $3,008,461.

    13F-HR 0001667731-25-000411 filed by HF 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 ended2024-12-31
    13F 37,946 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,665,368.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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