Skip to content
Disclosery

Scott Capital Advisors, LLC: WFC position timeline

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

Scott Capital Advisors, LLC held 45,862 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,862 shares
    Change vs previous 13F +42,764 shares

    0.53% of the 13F portfolio, value $3,680,864.

    13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,098 shares
    Change vs previous 13F -31 shares

    0.04% of the 13F portfolio, value $256,028.

    13F-HR 0001905673-26-000003 filed by Scott 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 ended2026-03-31
    13F 3,129 shares
    Change vs previous 13F -16 shares

    0.05% of the 13F portfolio, value $267,257.

    13F-HR 0001905673-26-000002 filed by Scott 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 ended2025-12-31
    13F 3,145 shares
    Change vs previous 13F -42 shares

    0.06% of the 13F portfolio, value $293,094.

    13F-HR 0001905673-26-000001 filed by Scott 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 ended2025-09-30
    13F 3,187 shares
    Change vs previous 13F -164 shares

    0.06% of the 13F portfolio, value $254,110.

    13F-HR 0001905673-25-000003 filed by Scott 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 ended2025-06-30
    13F 3,351 shares
    Change vs previous 13F +472 shares

    0.07% of the 13F portfolio, value $274,086.

    13F-HR 0001085146-25-003768 filed by Scott 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 ended2025-03-31
    13F 2,879 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $206,677.

    13F-HR 0001085146-25-002138 filed by Scott 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 ended2024-12-31
    13F 2,879 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $203,072.

    13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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