Intelligence Driven Advisers, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1819955
CARLSBAD, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$872,017
-$71,998 QoQ
Shares Held
10,552
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,455
of 2,853 holders
Holding Since
Dec 2021
15 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, 2026Intelligence Driven Advisers, LLC holds $2,879,308 across 5 Banks - Diversified names. WFC ranks #2 (30.3% of the industry book) .
All Filings in WFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,017 | 10,552 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $944,015 | 11,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,247,948 | 13,390 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,064,011 | 12,694 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $945,816 | 11,805 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $570,299 | 7,944 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $581,938 | 8,285 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $462,031 | 8,179 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $438,595 | 7,385 | Shares | Sole | 2024-08-05 | |
| 2023-09-30 | $225,628 | 5,522 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $204,095 | 4,782 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $254,034 | 6,796 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $256,204 | 6,205 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $232,190 | 5,773 | Shares | Sole | 2022-10-21 | |
| 2021-12-31 | $186,210 | 3,881 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||