Integrated Investment Consultants, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1665337 BLOOMFIELD HILLS, MI

Position in WFC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,506,940

+$34,713 QoQ

Shares Held

18,235

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,130

of 2,859 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Integrated Investment Consultants, LLC holds $10,672,046 across 4 Banks - Diversified names. WFC ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,360	$6,009,776
2	BAC	Bank Of America Corp /De/	50,174	$2,858,913
3	WFC	Wells Fargo & Company/Mn This page	18,235	$1,506,940
4	UBS	UBS Group AG	5,981	$296,417

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,506,940	18,235	-1.4%	Shares	Other	2026-08-17
2026-03-31	$1,472,227	18,493	+92.4%	Shares	Other	2026-06-01
2025-09-30	$805,510	9,610	-0.6%	Shares	Other	2025-11-18
2025-06-30	$774,518	9,667	+15.8%	Shares	Other	2025-08-14
2024-09-30	$471,407	8,345	+19.5%	Shares	Other	2024-11-12
2023-06-30	$298,118	6,985	+1.3%	Shares	Other	2023-07-18
2023-03-31	$257,697	6,894	-20.5%	Shares	Other	2023-07-18
2022-12-31	$358,066	8,672	+55.8%	Shares	Other	2023-02-14
2022-09-30	$223,823	5,565	+31.4%	Shares	Other	2022-11-21
2022-03-31	$205,179	4,234	-6.0%	Shares	Sole	2022-05-16
2021-12-31	$216,197	4,506	-16.5%	Shares	Sole	2022-01-10
2021-09-30	$250,521	5,398	+18.0%	Shares	Sole	2021-10-28
2021-06-30	$207,111	4,573	-51.0%	Shares	Sole	2021-07-21
2020-06-30	$238,745	9,326	-6.3%	Shares	Sole	2020-08-04
2020-03-31	$285,794	9,958	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.