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Independent Advisor Alliance: WFC position timeline

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

Independent Advisor Alliance held 82,561 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,561 shares
    Change vs previous 13F +5,514 shares

    0.16% of the 13F portfolio, value $6,822,893.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 77,047 shares
    Change vs previous 13F -9,674 shares

    0.07% of the 13F portfolio, value $6,133,772.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 86,721 shares
    Change vs previous 13F +2,790 shares

    0.2% of the 13F portfolio, value $8,082,380.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 83,931 shares
    Change vs previous 13F +3,719 shares

    0.18% of the 13F portfolio, value $7,035,089.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 80,212 shares
    Change vs previous 13F -1,720 shares

    0.19% of the 13F portfolio, value $6,426,589.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 81,932 shares
    Change vs previous 13F +4,960 shares

    0.19% of the 13F portfolio, value $5,881,909.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 76,972 shares
    Change vs previous 13F +13,305 shares

    0.07% of the 13F portfolio, value $5,406,502.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 63,667 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,596,557.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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