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Disclosery

RIA Advisory Group LLC: WFC position timeline

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

RIA Advisory Group LLC held 17,358 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,358 shares
    Change vs previous 13F -17 shares

    0.32% of the 13F portfolio, value $1,434,463.

    13F-HR 0002085853-26-000817 filed by RIA 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 17,375 shares
    Change vs previous 13F +3 shares

    0.34% of the 13F portfolio, value $1,383,184.

    13F-HR 0002085853-26-000473 filed by RIA 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 17,372 shares
    Change vs previous 13F -491 shares

    0.39% of the 13F portfolio, value $1,619,058.

    13F-HR 0002085853-26-000163 filed by RIA 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 17,863 shares
    Change vs previous 13F +17 shares

    0.39% of the 13F portfolio, value $1,497,289.

    13F-HR 0002085853-25-000287 filed by RIA 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 17,846 shares
    Change vs previous 13F +3 shares

    0.42% of the 13F portfolio, value $1,429,847.

    13F-HR 0001667731-25-001112 filed by RIA 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 17,843 shares
    Change vs previous 13F -3,006 shares

    0.42% of the 13F portfolio, value $1,280,913.

    13F-HR 0001667731-25-000613 filed by RIA 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 20,849 shares
    Change vs previous 13F -411 shares

    0.5% of the 13F portfolio, value $1,464,411.

    13F-HR 0001667731-25-000274 filed by RIA 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 21,260 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,200,957.

    13F-HR 0001958384-24-000004 filed by RIA Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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