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SGL Investment Advisors, Inc.: WFC position timeline

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

SGL Investment Advisors, Inc. held 6,214 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,214 shares
    Change vs previous 13F -3,540 shares

    0.19% of the 13F portfolio, value $543,849.

    13F-HR 0002043186-26-000003 filed by SGL Investment Advisors, Inc.
    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 9,754 shares
    Change vs previous 13F +290 shares

    0.27% of the 13F portfolio, value $717,699.

    13F-HR 0002043186-26-000002 filed by SGL Investment Advisors, Inc.
    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 9,464 shares
    Change vs previous 13F -179 shares

    0.35% of the 13F portfolio, value $870,783.

    13F-HR 0002043186-26-000001 filed by SGL Investment Advisors, Inc.
    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 9,643 shares
    Change vs previous 13F +599 shares

    0.35% of the 13F portfolio, value $841,834.

    13F-HR 0002043186-25-000006 filed by SGL Investment Advisors, Inc.
    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 9,044 shares
    Change vs previous 13F +4,921 shares

    0.35% of the 13F portfolio, value $737,900.

    13F-HR 0002043186-25-000004 filed by SGL Investment Advisors, Inc.
    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 4,123 shares
    Change vs previous 13F +562 shares

    0.16% of the 13F portfolio, value $302,257.

    13F-HR 0002043186-25-000003 filed by SGL Investment Advisors, Inc.
    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 3,561 shares
    Change vs previous 13F -25 shares

    0.14% of the 13F portfolio, value $282,209.

    13F-HR 0002043186-25-000002 filed by SGL Investment Advisors, Inc.
    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 3,586 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $261,061.

    13F-HR 0002043186-24-000004 filed by SGL Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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