Centennial Wealth Advisory LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1839421
Traverse City, MI
Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$288,330
+$11,049 QoQ
Shares Held
3,489
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,227
of 2,859 holders
Holding Since
Sep 2024
8 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, 2026Centennial Wealth Advisory LLC holds $1,561,472 across 4 Banks - Diversified names. WFC ranks #3 (18.5% of the industry book) .
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,330 | 3,489 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $277,281 | 3,483 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $391,719 | 4,203 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $331,675 | 3,957 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $309,743 | 3,866 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $273,160 | 3,805 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $247,596 | 3,525 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $206,696 | 3,659 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||