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Providence Capital Advisors, LLC: WFC position timeline

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

Providence Capital Advisors, LLC held 100,056 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,056 shares
    Change vs previous 13F +20,300 shares

    1.25% of the 13F portfolio, value $8,268,620.

    13F-HR 0001730814-26-000004 filed by Providence Capital Advisors, 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 79,756 shares
    Change vs previous 13F +68,700 shares

    1.04% of the 13F portfolio, value $6,349,367.

    13F-HR 0001730814-26-000003 filed by Providence Capital Advisors, 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 11,056 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,030,410.

    13F-HR 0001730814-26-000002 filed by Providence Capital Advisors, 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 11,056 shares
    Change vs previous 13F -2,239 shares

    0.16% of the 13F portfolio, value $926,706.

    13F-HR 0001730814-25-000009 filed by Providence Capital Advisors, 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 13,295 shares
    Change vs previous 13F -1,066 shares

    0.2% of the 13F portfolio, value $1,065,188.

    13F-HR 0001730814-25-000005 filed by Providence Capital Advisors, 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 14,361 shares
    Change vs previous 13F +4,823 shares

    0.21% of the 13F portfolio, value $1,031,041.

    13F-HR 0001730814-25-000004 filed by Providence Capital Advisors, 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 9,538 shares
    Change vs previous 13F -1,500 shares

    0.14% of the 13F portfolio, value $670,012.

    13F-HR 0001730814-25-000002 filed by Providence Capital Advisors, 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 11,038 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $623,588.

    13F-HR 0001730814-24-000005 filed by Providence Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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