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Meeder Advisory Services, Inc.: WFC position timeline

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

Meeder Advisory Services, Inc. held 76,213 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,213 shares
    Change vs previous 13F +1,991 shares

    0.13% of the 13F portfolio, value $6,298,218.

    13F-HR 0001398344-26-013841 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 588 shares
    • Meeder Advisory Services, Inc.: 75,625 shares

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

  2. period ended2026-03-31
    13F 74,222 shares
    Change vs previous 13F +2,473 shares

    0.14% of the 13F portfolio, value $5,908,786.

    13F-HR 0001398344-26-008708 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 494 shares
    • Meeder Advisory Services, Inc.: 73,728 shares

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

  3. period ended2025-12-31
    13F 71,749 shares
    Change vs previous 13F +4,541 shares

    0.16% of the 13F portfolio, value $6,687,014.

    13F-HR 0001398344-26-002770 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 671 shares
    • Meeder Advisory Services, Inc.: 71,078 shares

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

  4. period ended2025-09-30
    13F 67,208 shares
    Change vs previous 13F -634 shares

    0.14% of the 13F portfolio, value $5,633,365.

    13F-HR 0001398344-25-019768 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 697 shares
    • Meeder Advisory Services, Inc.: 66,511 shares

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

  5. period ended2025-06-30
    13F 67,842 shares
    Change vs previous 13F -31,254 shares

    0.15% of the 13F portfolio, value $5,435,540.

    13F-HR 0001398344-25-014712 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 2,022 shares
    • Meeder Advisory Services, Inc.: 65,820 shares

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

  6. period ended2025-03-31
    13F 99,096 shares
    Change vs previous 13F +36,686 shares

    0.23% of the 13F portfolio, value $7,114,066.

    13F-HR 0001398344-25-008926 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 34,193 shares
    • Meeder Advisory Services, Inc.: 64,903 shares

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

  7. period ended2024-12-31
    13F 62,410 shares
    Change vs previous 13F +1,483 shares

    0.14% of the 13F portfolio, value $4,383,699.

    13F-HR 0001398344-25-002539 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 894 shares
    • Meeder Advisory Services, Inc.: 61,516 shares

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

  8. period ended2024-09-30
    13F 60,927 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,441,745.

    13F-HR 0001398344-24-020228 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 929 shares
    • Meeder Advisory Services, Inc.: 59,998 shares

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