Lauterbach Financial Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1909828
EL PASO, TX
Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$714,257
+$30,010 QoQ
Shares Held
8,643
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#1,569
of 2,858 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Dec 31, 2021CallValue
$23,990
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lauterbach Financial Advisors, LLC holds $10,179,961 across 3 Banks - Diversified names. WFC ranks #2 (7.0% of the industry book) .
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,257 | 8,643 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $684,247 | 8,595 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $796,766 | 8,549 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $712,972 | 8,506 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $653,699 | 8,159 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $582,575 | 8,115 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $636,163 | 9,057 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $508,918 | 9,009 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $531,362 | 8,947 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $515,554 | 8,895 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $397,992 | 8,086 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $422,288 | 10,335 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $438,366 | 10,271 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $381,911 | 10,217 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $419,836 | 10,168 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $406,986 | 10,119 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $394,441 | 10,070 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $487,410 | 10,058 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $508,444 | 10,597 | Shares | Sole | 2022-02-08 | |
| 2021-12-31 | $23,990 | 500 | Call | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||