High Net Worth Advisory Group LLC: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on WFC, newest first. How the timeline and the estimate are built.
High Net Worth Advisory Group LLC held 7,077 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 7,077 sharesChange vs previous 13F +1,843 shares
0.12% of the 13F portfolio, value $584,896.
13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,234 sharesChange vs previous 13F +614 shares
0.1% of the 13F portfolio, value $416,690.
13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,620 sharesChange vs previous 13F -143 shares
0.1% of the 13F portfolio, value $430,600.
13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,763 sharesChange vs previous 13F +63 shares
0.1% of the 13F portfolio, value $399,288.
13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,700 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $377,193.
13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).