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Disclosery

RFG Advisory, LLC: WFC position timeline

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

RFG Advisory, LLC held 41,719 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,719 shares
    Change vs previous 13F +1,770 shares

    0.05% of the 13F portfolio, value $3,447,695.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 39,949 shares
    Change vs previous 13F -823 shares

    0.06% of the 13F portfolio, value $3,180,338.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 40,772 shares
    Change vs previous 13F +398 shares

    0.07% of the 13F portfolio, value $3,799,924.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 40,374 shares
    Change vs previous 13F -355 shares

    0.07% of the 13F portfolio, value $3,384,146.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 40,729 shares
    Change vs previous 13F -1,150 shares

    0.08% of the 13F portfolio, value $3,263,233.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 41,879 shares
    Change vs previous 13F +4,944 shares

    0.08% of the 13F portfolio, value $3,006,494.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 36,935 shares
    Change vs previous 13F +11,549 shares

    0.07% of the 13F portfolio, value $2,594,280.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 25,386 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,434,067.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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