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MRA Advisory Group: WFC position timeline

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

MRA Advisory Group held 5,762 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,762 shares
    Change vs previous 13F +5,762 shares

    0.17% of the 13F portfolio, value $461,244.

    13F-HR 0001841816-26-000007 filed by MRA Advisory Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,732 shares

    13F-HR 0001841816-26-000003 filed by MRA Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 7,732 shares
    Change vs previous 13F +419 shares

    0.25% of the 13F portfolio, value $615,528.

    13F-HR 0001841816-26-000002 filed by MRA Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,313 shares
    Change vs previous 13F +589 shares

    0.29% of the 13F portfolio, value $681,567.

    13F-HR 0001841816-26-000001 filed by MRA Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,724 shares
    Change vs previous 13F -420 shares

    0.25% of the 13F portfolio, value $563,584.

    13F-HR 0001841816-25-000005 filed by MRA Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,144 shares
    Change vs previous 13F +3,493 shares

    0.27% of the 13F portfolio, value $572,410.

    13F-HR 0001841816-25-000003 filed by MRA Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,651 shares
    Change vs previous 13F +530 shares

    0.14% of the 13F portfolio, value $262,110.

    13F-HR 0001841816-25-000002 filed by MRA Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,121 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $219,245.

    13F-HR 0001841816-25-000001 filed by MRA Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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