Skip to content
Disclosery

RIVERSEDGE ADVISORS, LLC: WFC position timeline

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

RIVERSEDGE ADVISORS, LLC held 6,668 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,668 shares
    Change vs previous 13F +1,449 shares

    0.07% of the 13F portfolio, value $533,735.

    13F-HR 0002085853-26-001127 filed by RIVERSEDGE ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,219 shares
    Change vs previous 13F +5,219 shares

    0.06% of the 13F portfolio, value $431,258.

    13F-HR 0002085853-26-000751 filed by RIVERSEDGE 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 ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,685 shares

    13F-HR 0002085853-26-000385 filed by RIVERSEDGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 2,685 shares
    Change vs previous 13F +140 shares

    0.04% of the 13F portfolio, value $250,195.

    13F-HR 0002085853-26-000017 filed by RIVERSEDGE 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 ended2025-09-30
    13F 2,545 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $213,321.

    13F-HR 0002085853-25-000043 filed by RIVERSEDGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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