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Disclosery

PFG Investments, LLC: WFC position timeline

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

PFG Investments, LLC held 19,094 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,094 shares
    Change vs previous 13F -2,137 shares

    0.06% of the 13F portfolio, value $1,577,922.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 21,231 shares
    Change vs previous 13F +213 shares

    0.08% of the 13F portfolio, value $1,690,210.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 21,018 shares
    Change vs previous 13F +1,087 shares

    0.09% of the 13F portfolio, value $1,958,876.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 19,931 shares
    Change vs previous 13F +243 shares

    0.09% of the 13F portfolio, value $1,670,576.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 19,688 shares
    Change vs previous 13F +1,622 shares

    0.09% of the 13F portfolio, value $1,577,406.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 18,066 shares
    Change vs previous 13F +40 shares

    0.08% of the 13F portfolio, value $1,296,991.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 18,026 shares
    Change vs previous 13F +474 shares

    0.08% of the 13F portfolio, value $1,266,155.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 17,552 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $991,492.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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