First Heartland Consultants, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1428793
LAKE ST. LOUIS, MO
Position in WFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$757,478
+$402,020 QoQ
Shares Held
9,166
+105.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,537
of 2,859 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026First Heartland Consultants, Inc. holds $4,586,296 across 5 Banks - Diversified names. WFC ranks #2 (16.5% of the industry book) .
All Filings in WFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,478 | 9,166 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $355,458 | 4,465 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $414,274 | 4,445 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $402,000 | 4,796 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $415,742 | 5,189 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $365,554 | 5,092 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $268,457 | 3,822 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $309,395 | 5,477 | Shares | Sole | 2024-11-05 | |
| 2022-03-31 | $241,476 | 4,983 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $255,925 | 5,334 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $259,803 | 5,598 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $259,375 | 5,727 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $216,369 | 5,538 | Shares | Sole | 2021-05-17 | |
| 2020-03-31 | $217,746 | 7,587 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||