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Insight Advisors, LLC/ PA: WFC position timeline

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

Insight Advisors, LLC/ PA held 24,317 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 24,317 shares
    Change vs previous 13F -60 shares

    0.35% of the 13F portfolio, value $2,009,580.

    13F-HR 0001172661-26-003096 filed by Insight Advisors, LLC/ PA
    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 24,377 shares
    Change vs previous 13F +118 shares

    0.37% of the 13F portfolio, value $1,940,650.

    13F-HR 0001172661-26-001665 filed by Insight Advisors, LLC/ PA
    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 24,259 shares
    Change vs previous 13F +148 shares

    0.34% of the 13F portfolio, value $2,260,937.

    13F-HR 0001172661-26-000618 filed by Insight Advisors, LLC/ PA
    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 24,111 shares
    Change vs previous 13F +13 shares

    0.31% of the 13F portfolio, value $2,021,060.

    13F-HR 0001172661-25-004670 filed by Insight Advisors, LLC/ PA
    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 24,098 shares
    Change vs previous 13F +25 shares

    0.31% of the 13F portfolio, value $1,930,723.

    13F-HR 0001172661-25-002808 filed by Insight Advisors, LLC/ PA
    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 24,073 shares
    Change vs previous 13F +125 shares

    0.3% of the 13F portfolio, value $1,728,193.

    13F-HR 0001172661-25-001481 filed by Insight Advisors, LLC/ PA
    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 23,948 shares
    Change vs previous 13F -66 shares

    0.29% of the 13F portfolio, value $1,686,173.

    13F-HR 0001172661-25-000365 filed by Insight Advisors, LLC/ PA
    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 24,014 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,356,546.

    13F-HR 0001172661-24-004249 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

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