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Disclosery

Private Advisory Group LLC: WFC position timeline

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

Private Advisory Group LLC held 3,448 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,448 shares
    Change vs previous 13F -537 shares

    0.02% of the 13F portfolio, value $284,947.

    13F-HR 0001632965-26-000005 filed by Private 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 3,985 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $317,250.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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