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Strategic Global Advisors, LLC: WFC position timeline

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

Strategic Global Advisors, LLC held 0 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -68,439 shares

    13F-HR 0001580212-26-000004 filed by Strategic Global 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.

  2. period ended2026-03-31
    13F 68,439 shares
    Change vs previous 13F -1,660 shares

    0.87% of the 13F portfolio, value $5,448,429.

    13F-HR 0001580212-26-000003 filed by Strategic Global 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 ended2025-12-31
    13F 70,099 shares
    Change vs previous 13F -1,640 shares

    1.01% of the 13F portfolio, value $6,533,227.

    13F-HR 0001580212-26-000002 filed by Strategic Global 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 ended2025-09-30
    13F 71,739 shares
    Change vs previous 13F -1,170 shares

    0.91% of the 13F portfolio, value $6,013,163.

    13F-HR 0001580212-25-000003 filed by Strategic Global 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 ended2025-06-30
    13F 72,909 shares
    Change vs previous 13F +4,302 shares

    0.95% of the 13F portfolio, value $5,841,469.

    13F-HR 0001085146-25-005131 filed by Strategic Global 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 ended2025-03-31
    13F 68,607 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,925,297.

    13F-HR 0001085146-25-003186 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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