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Private Advisor Group, LLC: WFC position timeline

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

Private Advisor Group, LLC held 161,172 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,172 shares
    Change vs previous 13F -70,264 shares

    0.06% of the 13F portfolio, value $13,319,272.

    13F-HR 0001567755-26-000003 filed by Private Advisor 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 231,436 shares
    Change vs previous 13F -3,344 shares

    0.09% of the 13F portfolio, value $18,424,617.

    13F-HR 0001567755-26-000002 filed by Private Advisor 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 234,780 shares
    Change vs previous 13F +14,003 shares

    0.1% of the 13F portfolio, value $21,881,467.

    13F-HR 0001567755-26-000001 filed by Private Advisor 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 220,777 shares
    Change vs previous 13F -17,859 shares

    0.09% of the 13F portfolio, value $18,505,423.

    13F-HR 0001567755-25-000002 filed by Private Advisor 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 238,636 shares
    Change vs previous 13F +16,730 shares

    0.1% of the 13F portfolio, value $19,119,512.

    13F-HR 0001085146-25-004775 filed by Private Advisor 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 221,906 shares
    Change vs previous 13F +10,331 shares

    0.1% of the 13F portfolio, value $15,930,628.

    13F-HR 0001085146-25-002584 filed by Private Advisor 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 211,575 shares
    Change vs previous 13F +2,016 shares

    0.08% of the 13F portfolio, value $14,861,059.

    13F-HR 0001085146-25-000667 filed by Private Advisor 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 209,559 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,837,893.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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