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TOBIAS FINANCIAL ADVISORS, INC.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on WFC, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 3,496 WFC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,496 shares
    Change vs previous 13F -3 shares

    0.04% of the 13F portfolio, value $288,881.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL 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 3,499 shares
    Change vs previous 13F -602 shares

    0.04% of the 13F portfolio, value $278,556.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL 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 4,101 shares
    Change vs previous 13F +711 shares

    0.05% of the 13F portfolio, value $382,250.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL 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 3,390 shares
    Change vs previous 13F +368 shares

    0.04% of the 13F portfolio, value $284,135.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL 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 3,022 shares
    Change vs previous 13F +202 shares

    0.04% of the 13F portfolio, value $242,140.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL 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 2,820 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $202,421.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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