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Lakeside Advisors, INC.: WFC position timeline

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

Lakeside Advisors, INC. held 7,125 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,125 shares
    Change vs previous 13F -200 shares

    0.37% of the 13F portfolio, value $588,810.

    13F-HR 0001398344-26-013229 filed by Lakeside Advisors, INC.
    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 7,325 shares
    Change vs previous 13F -200 shares

    0.39% of the 13F portfolio, value $583,143.

    13F-HR 0001398344-26-007982 filed by Lakeside Advisors, INC.
    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 7,525 shares
    Change vs previous 13F +250 shares

    0.45% of the 13F portfolio, value $701,330.

    13F-HR 0001398344-26-001342 filed by Lakeside Advisors, INC.
    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 7,275 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $609,791.

    13F-HR 0001398344-25-019840 filed by Lakeside Advisors, INC.
    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 7,275 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $582,873.

    13F-HR 0001398344-25-013651 filed by Lakeside Advisors, INC.
    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 7,275 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $522,272.

    13F-HR 0001398344-25-008109 filed by Lakeside Advisors, INC.
    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 7,275 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $510,996.

    13F-HR 0001398344-25-001658 filed by Lakeside Advisors, INC.
    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 7,275 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $410,965.

    13F-HR 0001398344-24-019564 filed by Lakeside Advisors, INC.
    Filed (acceptance time not in the bulk data set), ingested

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