Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on WFC, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 101,730 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 101,730 shares
    Change vs previous 13F +32,169 shares

    0.08% of the 13F portfolio, value $8,406,990.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, 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 69,561 shares
    Change vs previous 13F +29,767 shares

    0.06% of the 13F portfolio, value $5,537,925.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, 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 39,794 shares
    Change vs previous 13F -1,574 shares

    0.05% of the 13F portfolio, value $3,708,915.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, 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 41,368 shares
    Change vs previous 13F -680 shares

    0.07% of the 13F portfolio, value $3,467,489.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, 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 42,048 shares
    Change vs previous 13F +32,864 shares

    0.05% of the 13F portfolio, value $3,368,923.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, 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 9,184 shares
    Change vs previous 13F -23 shares

    0.02% of the 13F portfolio, value $659,346.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 9,207 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $646,726.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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