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Disclosery

SEVEN MILE ADVISORY: WFC position timeline

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

SEVEN MILE ADVISORY held 6,604 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,604 shares
    Change vs previous 13F -128 shares

    0.37% of the 13F portfolio, value $545,755.

    13F-HR 0001172661-26-003372 filed by SEVEN MILE ADVISORY
    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 6,732 shares
    Change vs previous 13F -2,549 shares

    0.39% of the 13F portfolio, value $535,935.

    13F-HR 0001987932-26-000002 filed by SEVEN MILE ADVISORY
    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 9,281 shares
    Change vs previous 13F -701 shares

    0.15% of the 13F portfolio, value $865,010.

    13F-HR 0001987932-26-000001 filed by SEVEN MILE ADVISORY
    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 9,982 shares
    Change vs previous 13F +2,719 shares

    0.14% of the 13F portfolio, value $836,710.

    13F-HR 0001987932-25-000006 filed by SEVEN MILE ADVISORY
    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 7,263 shares
    Change vs previous 13F +244 shares

    0.35% of the 13F portfolio, value $581,912.

    13F-HR 0001987932-25-000004 filed by SEVEN MILE ADVISORY
    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 7,019 shares
    Change vs previous 13F +383 shares

    0.34% of the 13F portfolio, value $503,894.

    13F-HR 0001982776-25-000005 filed by SEVEN MILE ADVISORY
    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 6,636 shares
    Change vs previous 13F +430 shares

    0.3% of the 13F portfolio, value $466,113.

    13F-HR 0001987932-25-000001 filed by SEVEN MILE ADVISORY
    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 6,206 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $350,577.

    13F-HR 0001987932-24-000005 filed by SEVEN MILE ADVISORY
    Filed (acceptance time not in the bulk data set), ingested

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