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Mayflower Financial Advisors, LLC: WFC position timeline

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

Mayflower Financial Advisors, LLC held 8,602 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,602 shares
    Change vs previous 13F -785 shares

    0.06% of the 13F portfolio, value $710,882.

    13F-HR 0001951757-26-000942 filed by Mayflower 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 9,387 shares
    Change vs previous 13F +676 shares

    0.09% of the 13F portfolio, value $747,299.

    13F-HR 0001951757-26-000724 filed by Mayflower 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 8,711 shares
    Change vs previous 13F +59 shares

    0.1% of the 13F portfolio, value $811,865.

    13F-HR 0001951757-26-000054 filed by Mayflower 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 8,652 shares
    Change vs previous 13F +3,202 shares

    0.09% of the 13F portfolio, value $725,211.

    13F-HR 0001951757-25-001150 filed by Mayflower 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 5,450 shares
    Change vs previous 13F +477 shares

    0.06% of the 13F portfolio, value $436,654.

    13F-HR 0001951757-25-001017 filed by Mayflower 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 4,973 shares
    Change vs previous 13F -513 shares

    0.05% of the 13F portfolio, value $357,012.

    13F-HR 0001951757-25-000501 filed by Mayflower 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 5,486 shares
    Change vs previous 13F +170 shares

    0.06% of the 13F portfolio, value $385,337.

    13F-HR 0001951757-25-000102 filed by Mayflower 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 5,316 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $300,301.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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