Skip to content
Disclosery

World Investment Advisors: WFC position timeline

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

World Investment Advisors held 117,323 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 117,323 shares
    Change vs previous 13F -5,199 shares

    0.15% of the 13F portfolio, value $9,351,758.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 122,522 shares
    Change vs previous 13F +4,714 shares

    0.16% of the 13F portfolio, value $9,753,924.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 117,808 shares
    Change vs previous 13F +21,282 shares

    0.18% of the 13F portfolio, value $10,979,717.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 96,526 shares
    Change vs previous 13F +4,719 shares

    0.17% of the 13F portfolio, value $8,090,775.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 91,807 shares
    Change vs previous 13F +4,167 shares

    0.17% of the 13F portfolio, value $7,355,551.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 87,640 shares
    Change vs previous 13F +6,712 shares

    0.16% of the 13F portfolio, value $6,291,716.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 80,928 shares
    Change vs previous 13F +5,496 shares

    0.16% of the 13F portfolio, value $5,684,397.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 75,432 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,261,195.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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