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Powers Advisory Group, LLC: WFC position timeline

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

Powers Advisory Group, LLC held 3,739 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,739 shares
    Change vs previous 13F +226 shares

    0.1% of the 13F portfolio, value $308,979.

    13F-HR 0002085853-26-000918 filed by Powers Advisory Group, 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 3,513 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $279,654.

    13F-HR 0002085853-26-000444 filed by Powers Advisory Group, 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 3,510 shares
    Change vs previous 13F +11 shares

    0.12% of the 13F portfolio, value $327,101.

    13F-HR 0002085853-26-000066 filed by Powers Advisory Group, 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 3,499 shares
    Change vs previous 13F +65 shares

    0.12% of the 13F portfolio, value $293,273.

    13F-HR 0002085853-25-000134 filed by Powers Advisory Group, 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 3,434 shares
    Change vs previous 13F -18 shares

    0.12% of the 13F portfolio, value $275,092.

    13F-HR 0001667731-25-000867 filed by Powers Advisory Group, 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 3,452 shares
    Change vs previous 13F +11 shares

    0.12% of the 13F portfolio, value $247,848.

    13F-HR 0001667731-25-000435 filed by Powers Advisory Group, 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 3,441 shares
    Change vs previous 13F +3,441 shares

    0.12% of the 13F portfolio, value $241,725.

    13F-HR 0001667731-25-000106 filed by Powers Advisory Group, 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001927474-24-000004 filed by Powers Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.