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Trinity Financial Advisors LLC: WFC position timeline

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

Trinity Financial Advisors LLC held 23,269 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,269 shares
    Change vs previous 13F -3,032 shares

    0.48% of the 13F portfolio, value $1,862,709.

    13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,301 shares
    Change vs previous 13F -641 shares

    0.56% of the 13F portfolio, value $2,173,494.

    13F-HR 0001809574-26-000004 filed by Trinity Financial 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 ended2026-03-31
    13F 26,942 shares
    Change vs previous 13F -320 shares

    0.61% of the 13F portfolio, value $2,144,866.

    13F-HR 0001809574-26-000003 filed by Trinity Financial 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 ended2025-12-31
    13F 27,262 shares
    Change vs previous 13F +16 shares

    0.71% of the 13F portfolio, value $2,540,775.

    13F-HR 0001809574-26-000001 filed by Trinity Financial 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 ended2025-09-30
    13F 27,246 shares
    Change vs previous 13F +1,862 shares

    0.66% of the 13F portfolio, value $2,283,771.

    13F-HR 0001809574-25-000009 filed by Trinity Financial 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 ended2025-06-30
    13F 25,384 shares
    Change vs previous 13F -94 shares

    0.62% of the 13F portfolio, value $2,033,787.

    13F-HR 0001809574-25-000007 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 25,478 shares
    Change vs previous 13F +1,226 shares

    0.6% of the 13F portfolio, value $1,673,138.

    13F-HR/A 0001809574-25-000006 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,252 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,702,235.

    13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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