Strategic Family Wealth Counselors, L.L.C.
Position in WFC — Wells Fargo & Company/Mn
CIK 1729755
FAIRFIELD, NJ
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,455
-$481,931 QoQ
Shares Held
3,309
-59.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,271
of 2,858 holders
Holding Since
Sep 2025
3 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, 2026Strategic Family Wealth Counselors, L.L.C. holds $2,945,712 across 5 Banks - Diversified names. WFC ranks #4 (9.3% of the industry book) .
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,455 | 3,309 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $755,386 | 8,105 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $206,616 | 2,465 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||