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PFW Advisors LLC: WFC position timeline

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

PFW Advisors LLC held 10,918 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,918 shares
    Change vs previous 13F +136 shares

    0.26% of the 13F portfolio, value $873,986.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,782 shares
    Change vs previous 13F +72 shares

    0.26% of the 13F portfolio, value $891,024.

    13F-HR 0001989744-26-000003 filed by PFW 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 ended2026-03-31
    13F 10,710 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $852,623.

    13F-HR 0001989744-26-000002 filed by PFW 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 ended2025-12-31
    13F 10,710 shares
    Change vs previous 13F -361 shares

    0.3% of the 13F portfolio, value $998,172.

    13F-HR 0001989744-26-000001 filed by PFW 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 ended2025-09-30
    13F 11,071 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $927,971.

    13F-HR 0001989744-25-000005 filed by PFW 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 ended2025-06-30
    13F 11,071 shares
    Change vs previous 13F +39 shares

    0.27% of the 13F portfolio, value $887,009.

    13F-HR 0001989744-25-000004 filed by PFW 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 ended2025-03-31
    13F 11,032 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $791,987.

    13F-HR 0001989744-25-000002 filed by PFW 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 ended2024-12-31
    13F 11,032 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $774,888.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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