Wells Fargo & Company shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 84k | 83.82 |
| 2025-06-30 | $6.4M | 80k | 80.12 |
| 2025-03-31 | $5.9M | 82k | 71.79 |
| 2024-12-31 | $5.4M | 77k | 70.24 |
| 2024-09-30 | $3.6M | 64k | 56.49 |
| 2024-06-30 | $3.7M | 63k | 59.39 |
| 2024-03-31 | $3.6M | 63k | 57.96 |
| 2023-12-31 | $3.4M | 69k | 49.22 |
| 2023-09-30 | $2.9M | 71k | 40.86 |
| 2023-06-30 | $3.6M | 84k | 42.68 |
| 2023-03-31 | $3.2M | 86k | 37.38 |
| 2022-12-31 | $3.7k | 90k | 0.04 |
| 2022-09-30 | $3.4M | 84k | 40.22 |
| 2022-06-30 | $3.4M | 87k | 39.17 |
| 2022-03-31 | $4.4M | 91k | 48.46 |
| 2021-12-31 | $2.7M | 56k | 47.98 |
| 2021-09-30 | $3.8M | 81k | 46.41 |
| 2021-06-30 | $3.6M | 81k | 45.29 |
| 2021-03-31 | $3.3M | 83k | 39.07 |
| 2020-12-31 | $1.9M | 64k | 30.17 |
| 2020-09-30 | $1.6M | 70k | 23.51 |
| 2020-06-30 | $1.9M | 73k | 25.60 |
| 2020-03-31 | $1.8M | 65k | 28.70 |
| 2019-12-31 | $3.1M | 57k | 53.80 |
| 2019-09-30 | $2.9M | 57k | 50.45 |
| 2019-06-30 | $2.6M | 55k | 47.32 |
| 2019-03-31 | $2.3M | 49k | 48.31 |
| 2018-12-31 | $2.1M | 46k | 46.08 |
| 2018-09-30 | $2.5M | 48k | 51.27 |
| 2018-06-30 | $2.6M | 47k | 55.24 |
| 2018-03-31 | $2.5M | 48k | 51.36 |
| 2017-12-31 | $2.8M | 45k | 62.03 |
| 2017-09-30 | $2.7M | 50k | 55.14 |
| 2017-06-30 | $2.4M | 44k | 55.59 |
| 2017-03-31 | $2.6M | 47k | 54.99 |
| 2016-12-31 | $2.4M | 44k | 55.07 |
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