Strategic Wealth Investment Group, LLC: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Investment Group, LLC on WFC, newest first. How the timeline and the estimate are built.
Strategic Wealth Investment Group, LLC held 0 WFC shares at 2025-12-31 per its 13F-HR filed 2026-02-11.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,783 shares
13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,783 sharesChange vs previous 13F +3,783 shares
0.03% of the 13F portfolio, value $317,103.
13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -3,815 shares
13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F/A 3,815 sharesChange vs previous 13F -102 shares
0.03% of the 13F portfolio, value $267,988.
13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,917 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $216,958.
13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).