Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$258,415
+$638 QoQ
Shares Held
3,127
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,319
of 2,859 holders
Holding Since
Jun 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, 2026Wealth Management Partners, LLC holds $4,886,657 across 3 Banks - Diversified names. WFC ranks #3 (5.3% of the industry book) .
All Filings in WFC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,415 | 3,127 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $257,777 | 3,238 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $203,082 | 2,179 | Shares | Sole | 2026-01-12 | |
| 2025-06-30 | $304,856 | 3,805 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $263,971 | 3,677 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $471,591 | 6,714 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $396,729 | 7,023 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $420,065 | 7,073 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||