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HighPoint Advisor Group LLC: WFC position timeline

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

HighPoint Advisor Group LLC held 26,881 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,881 shares
    Change vs previous 13F +983 shares

    0.08% of the 13F portfolio, value $2,221,432.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor 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 ended2026-03-31
    13F 25,898 shares
    Change vs previous 13F -82,835 shares

    0.09% of the 13F portfolio, value $2,061,729.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor 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 ended2025-12-31
    13F/A 108,733 shares
    Change vs previous 13F +28,517 shares

    0.22% of the 13F portfolio, value $10,133,918.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor 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 ended2025-09-30
    13F 80,216 shares
    Change vs previous 13F +1,396 shares

    0.32% of the 13F portfolio, value $6,723,726.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor 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 ended2025-06-30
    13F 78,820 shares
    Change vs previous 13F +1,789 shares

    0.34% of the 13F portfolio, value $6,315,022.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor 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 ended2025-03-31
    13F 77,031 shares
    Change vs previous 13F +14,405 shares

    0.32% of the 13F portfolio, value $5,476,890.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor 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 ended2024-12-31
    13F 62,626 shares
    Change vs previous 13F +1,119 shares

    0.27% of the 13F portfolio, value $4,931,123.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor 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 ended2024-09-30
    13F 61,507 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,474,503.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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