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Disclosery

PLANNING ALTERNATIVES LTD /ADV: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on WFC, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 94,776 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,776 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $7,832,289.

    13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).