NORTHWEST WEALTH MANAGEMENT, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1695344 SPENCER, IA

Position in WFC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,249,103

+$270,776 QoQ

Shares Held

15,115

+23.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,221

of 2,858 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NORTHWEST WEALTH MANAGEMENT, LLC holds $4,640,742 across 4 Banks - Diversified names. WFC ranks #2 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,818	$2,559,065
2	WFC	Wells Fargo & Company/Mn This page	15,115	$1,249,103
3	C	Citigroup Inc	3,359	$470,125
4	BAC	Bank Of America Corp /De/	6,361	$362,449

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,249,103	15,115	+23.0%	Shares	Sole	2026-07-13
2026-03-31	$978,327	12,289	+1.5%	Shares	Sole	2026-04-14
2025-12-31	$1,127,999	12,103	-1.1%	Shares	Sole	2026-01-14
2025-09-30	$1,025,453	12,234	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$978,906	12,218	-0.0%	Shares	Sole	2025-07-17
2025-03-31	$877,560	12,224	-17.7%	Shares	Sole	2025-04-25
2024-12-31	$1,042,783	14,846	+3.0%	Shares	Sole	2025-02-10
2024-09-30	$814,303	14,415	-1.1%	Shares	Sole	2024-11-04
2024-06-30	$865,371	14,571	-1.0%	Shares	Sole	2024-08-05
2024-03-31	$852,649	14,711	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$718,956	14,607	-4.9%	Shares	Sole	2024-02-14
2023-09-30	$627,323	15,353	+5.8%	Shares	Sole	2023-11-01
2023-06-30	$619,457	14,514	-0.9%	Shares	Sole	2023-08-07
2023-03-31	$547,542	14,648	-5.4%	Shares	Sole	2023-05-10
2022-12-31	$639,045	15,477	-7.9%	Shares	Sole	2023-02-07
2022-09-30	$676,178	16,812	-1.0%	Shares	Sole	2022-10-27
2022-06-30	$665,380	16,987	+19.2%	Shares	Sole	2022-07-26
2022-03-31	$690,312	14,245	+3.2%	Shares	Sole	2022-04-29
2021-12-31	$662,459	13,807	+55.5%	Shares	Sole	2022-01-24
2021-09-30	$412,167	8,881	-5.0%	Shares	Sole	2021-10-20
2021-06-30	$423,461	9,350	-0.4%	Shares	Sole	2021-08-02
2021-03-31	$366,671	9,385	-0.5%	Shares	Sole	2021-05-10
2020-12-31	$284,567	9,429	+12.2%	Shares	Sole	2021-01-28
2020-06-30	$215,091	8,402	—	Shares	Sole	2020-07-13
No filing history on record for this holder in this stock.