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Myriad Asset Management Advisors LLC: WFC position timeline

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

Myriad Asset Management Advisors LLC held 30,006 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,006 shares
    Change vs previous 13F -1,437 shares

    0.5% of the 13F portfolio, value $2,480,000.

    13F-HR 0002069031-26-000004 filed by Myriad Asset Management Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Myriad Asset Management US LP: 4,290 shares
    • Myriad Asset Management Advisors LLC: 25,716 shares

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

  2. period ended2026-03-31
    13F 31,443 shares
    Change vs previous 13F +662 shares

    0.62% of the 13F portfolio, value $2,503,000.

    13F-HR 0002069031-26-000003 filed by Myriad Asset Management Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Myriad Asset Management US LP: 4,538 shares
    • Myriad Asset Management Advisors LLC: 26,905 shares

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

  3. period ended2025-12-31
    13F 30,781 shares
    Change vs previous 13F +16,381 shares

    0.75% of the 13F portfolio, value $2,868,789.

    13F-HR 0002069031-26-000002 filed by Myriad Asset Management Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Myriad Asset Management US LP: 4,032 shares
    • Myriad Asset Management Advisors LLC: 26,749 shares

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

  4. period ended2025-09-30
    13F 14,400 shares
    Change vs previous 13F +14,400 shares

    0.66% of the 13F portfolio, value $1,207,008.

    13F-HR 0001857187-25-000009 filed by Myriad Asset Management US LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -21,997 shares

    13F-HR 0001857187-25-000005 filed by Myriad Asset Management US LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 21,997 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,545,069.

    13F-HR 0001857187-25-000001 filed by Myriad Asset Management US LP
    Filed (acceptance time not in the bulk data set), ingested

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