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NewEdge Advisors, LLC: WFC position timeline

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

NewEdge Advisors, LLC held 555,363 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 555,363 shares
    Change vs previous 13F -588,292 shares

    0.14% of the 13F portfolio, value $45,895,088.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 1,143,655 shares
    Change vs previous 13F +23,330 shares

    0.33% of the 13F portfolio, value $91,046,358.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 1,120,325 shares
    Change vs previous 13F +64,670 shares

    0.38% of the 13F portfolio, value $104,414,206.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 1,055,655 shares
    Change vs previous 13F +53,373 shares

    0.4% of the 13F portfolio, value $88,484,989.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 1,002,282 shares
    Change vs previous 13F +75,023 shares

    0.41% of the 13F portfolio, value $80,302,792.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 927,259 shares
    Change vs previous 13F -17,653 shares

    0.4% of the 13F portfolio, value $66,567,951.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 944,912 shares
    Change vs previous 13F +8,982 shares

    0.4% of the 13F portfolio, value $66,370,591.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 935,930 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $52,870,675.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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