Skip to content
Disclosery

Mutual Advisors, LLC: WFC position timeline

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

Mutual Advisors, LLC held 33,492 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,492 shares
    Change vs previous 13F +2,764 shares

    0.05% of the 13F portfolio, value $2,767,771.

    13F-HR 0001986152-26-000154 filed by Mutual 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 30,728 shares
    Change vs previous 13F +631 shares

    0.05% of the 13F portfolio, value $2,446,290.

    13F-HR 0001986152-26-000054 filed by Mutual 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 30,097 shares
    Change vs previous 13F +355 shares

    0.06% of the 13F portfolio, value $2,805,019.

    13F-HR 0001986152-26-000005 filed by Mutual 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 29,742 shares
    Change vs previous 13F +6,802 shares

    0.06% of the 13F portfolio, value $2,511,994.

    13F-HR 0001986152-25-000100 filed by Mutual 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 22,940 shares
    Change vs previous 13F +316 shares

    0.05% of the 13F portfolio, value $1,934,331.

    13F-HR 0001986152-25-000050 filed by Mutual 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 22,624 shares
    Change vs previous 13F -1,574 shares

    0.05% of the 13F portfolio, value $1,577,579.

    13F-HR 0001986152-25-000037 filed by Mutual 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 24,198 shares
    Change vs previous 13F +5,217 shares

    0.05% of the 13F portfolio, value $1,837,813.

    13F-HR 0001986152-25-000002 filed by Mutual 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 18,981 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,241,908.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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