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VestGen Advisors, LLC: WFC position timeline

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

VestGen Advisors, LLC held 28,821 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,821 shares
    Change vs previous 13F +3,553 shares

    0.07% of the 13F portfolio, value $2,381,743.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, LLC
    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 25,268 shares
    Change vs previous 13F +7,178 shares

    0.05% of the 13F portfolio, value $1,899,651.

    13F-HR 0002050130-26-000004 filed by VestGen 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 18,090 shares
    Change vs previous 13F -1,018 shares

    0.07% of the 13F portfolio, value $1,685,972.

    13F-HR 0002050130-26-000001 filed by VestGen 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 19,108 shares
    Change vs previous 13F -509 shares

    0.05% of the 13F portfolio, value $1,601,650.

    13F-HR 0002050130-25-000006 filed by VestGen 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 19,617 shares
    Change vs previous 13F +1,737 shares

    0.06% of the 13F portfolio, value $1,562,301.

    13F-HR 0002050130-25-000005 filed by VestGen 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 17,880 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,283,590.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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