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Strategic Investment Advisors / MI: WFC position timeline

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

Strategic Investment Advisors / MI held 13,844 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 13,844 shares
    Change vs previous 13F -1,291 shares

    0.07% of the 13F portfolio, value $1,144,059.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 15,135 shares
    Change vs previous 13F +6,776 shares

    0.08% of the 13F portfolio, value $1,204,910.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 8,359 shares
    Change vs previous 13F -111 shares

    0.07% of the 13F portfolio, value $779,098.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 8,470 shares
    Change vs previous 13F -1,412 shares

    0.08% of the 13F portfolio, value $709,928.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 9,882 shares
    Change vs previous 13F -1,498 shares

    0.08% of the 13F portfolio, value $783,102.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 11,380 shares
    Change vs previous 13F -1,126 shares

    0.09% of the 13F portfolio, value $816,967.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 12,506 shares
    Change vs previous 13F -1,325 shares

    0.09% of the 13F portfolio, value $878,418.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 13,831 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $781,310.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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