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Steward Partners Investment Advisory, LLC: WFC position timeline

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

Steward Partners Investment Advisory, LLC held 393,034 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 393,034 shares
    Change vs previous 13F +117,955 shares

    0.17% of the 13F portfolio, value $32,480,329.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 275,079 shares
    Change vs previous 13F +18,169 shares

    0.11% of the 13F portfolio, value $21,899,039.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 256,910 shares
    Change vs previous 13F +75,406 shares

    0.13% of the 13F portfolio, value $23,943,972.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 181,504 shares
    Change vs previous 13F +20,312 shares

    0.09% of the 13F portfolio, value $15,213,698.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 161,192 shares
    Change vs previous 13F +5,277 shares

    0.1% of the 13F portfolio, value $12,914,752.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 155,915 shares
    Change vs previous 13F +14,828 shares

    0.1% of the 13F portfolio, value $11,193,131.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 141,087 shares
    Change vs previous 13F +15,424 shares

    0.09% of the 13F portfolio, value $9,909,903.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 125,663 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,098,715.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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