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PIN OAK INVESTMENT ADVISORS INC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PIN OAK INVESTMENT ADVISORS INC on WFC, newest first. How the timeline and the estimate are built.

PIN OAK INVESTMENT ADVISORS INC held 8,976 WFC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,976 shares
    Change vs previous 13F -2,321 shares

    0.53% of the 13F portfolio, value $742,000.

    13F-HR/A 0001094584-26-000004 filed by PIN OAK INVESTMENT ADVISORS INC
    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 11,297 shares
    Change vs previous 13F -15 shares

    0.64% of the 13F portfolio, value $899,000.

    13F-HR 0001094584-26-000002 filed by PIN OAK INVESTMENT ADVISORS INC
    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 11,312 shares
    Change vs previous 13F -38 shares

    0.75% of the 13F portfolio, value $1,068,000.

    13F-HR 0001094584-26-000001 filed by PIN OAK INVESTMENT ADVISORS INC
    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 11,350 shares
    Change vs previous 13F +2,521 shares

    0.68% of the 13F portfolio, value $951,357.

    13F-HR 0001094584-25-000005 filed by PIN OAK INVESTMENT ADVISORS INC
    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 8,829 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $633,000.

    13F-HR 0001094584-25-000003 filed by PIN OAK INVESTMENT ADVISORS INC
    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 8,829 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $624,000.

    13F-HR 0001094584-25-000002 filed by PIN OAK INVESTMENT ADVISORS INC
    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 8,829 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $499,000.

    13F-HR 0001094584-25-000001 filed by PIN OAK INVESTMENT ADVISORS INC
    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 8,829 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $498,000.

    13F-HR 0001094584-24-000004 filed by PIN OAK INVESTMENT ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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