Skip to content
Disclosery

Partnervest Advisory Services LLC: WFC position timeline

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

Partnervest Advisory Services LLC held 10,488 WFC shares at 2020-09-30 per its 13F-HR filed 2020-11-03.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 10,488 shares
    Change vs previous 13F -1,132 shares

    0.08% of the 13F portfolio, value $247,000.

    13F-HR 0001532516-20-000006 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 11,620 shares
    Change vs previous 13F +3,453 shares

    0.11% of the 13F portfolio, value $297,000.

    13F-HR 0001532516-20-000004 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 8,167 shares
    Change vs previous 13F +2,735 shares

    0.11% of the 13F portfolio, value $234,000.

    13F-HR 0001532516-20-000002 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 5,432 shares
    Change vs previous 13F -1,385 shares

    0.11% of the 13F portfolio, value $292,000.

    13F-HR 0001085146-20-000381 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 6,817 shares
    Change vs previous 13F -1,458 shares

    0.12% of the 13F portfolio, value $344,000.

    13F-HR 0001085146-19-002863 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 8,275 shares
    Change vs previous 13F +408 shares

    0.16% of the 13F portfolio, value $392,000.

    13F-HR 0001085146-19-002141 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 7,867 shares
    Change vs previous 13F -7,211 shares

    0.16% of the 13F portfolio, value $380,000.

    13F-HR 0001085146-19-001449 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 15,078 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $695,000.

    13F-HR 0001085146-19-000298 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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