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PFG Advisors: WFC position timeline

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

PFG Advisors held 99,763 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,763 shares
    Change vs previous 13F -19,109 shares

    0.42% of the 13F portfolio, value $8,244,417.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 118,872 shares
    Change vs previous 13F +107,989 shares

    0.46% of the 13F portfolio, value $9,463,382.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 10,883 shares
    Change vs previous 13F -1,723 shares

    0.05% of the 13F portfolio, value $1,014,312.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 12,606 shares
    Change vs previous 13F +580 shares

    0.04% of the 13F portfolio, value $1,056,668.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 12,026 shares
    Change vs previous 13F +3,980 shares

    0.04% of the 13F portfolio, value $963,488.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 8,046 shares
    Change vs previous 13F +302 shares

    0.03% of the 13F portfolio, value $577,625.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 7,744 shares
    Change vs previous 13F -94,017 shares

    0.03% of the 13F portfolio, value $543,912.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 101,761 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,748,488.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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