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Lauterbach Financial Advisors, LLC: WFC position timeline

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

Lauterbach Financial Advisors, LLC held 8,643 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,643 shares
    Change vs previous 13F +48 shares

    0.31% of the 13F portfolio, value $714,263.

    13F-HR 0001909828-26-000003 filed by Lauterbach Financial Advisors, 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 8,595 shares
    Change vs previous 13F +46 shares

    0.33% of the 13F portfolio, value $684,254.

    13F-HR 0001909828-26-000002 filed by Lauterbach Financial Advisors, 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 8,549 shares
    Change vs previous 13F +43 shares

    0.39% of the 13F portfolio, value $796,776.

    13F-HR 0001909828-26-000001 filed by Lauterbach Financial Advisors, 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 8,506 shares
    Change vs previous 13F +347 shares

    0.36% of the 13F portfolio, value $712,988.

    13F-HR 0001909828-25-000008 filed by Lauterbach Financial Advisors, 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 8,159 shares
    Change vs previous 13F +44 shares

    0.36% of the 13F portfolio, value $653,715.

    13F-HR 0001909828-25-000006 filed by Lauterbach Financial Advisors, 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 8,115 shares
    Change vs previous 13F -942 shares

    0.36% of the 13F portfolio, value $582,588.

    13F-HR 0001909828-25-000004 filed by Lauterbach Financial Advisors, 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 9,057 shares
    Change vs previous 13F +48 shares

    0.39% of the 13F portfolio, value $636,138.

    13F-HR 0001909828-25-000001 filed by Lauterbach Financial Advisors, 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 9,009 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $508,915.

    13F-HR 0001909828-24-000005 filed by Lauterbach Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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