Position in WFC
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$955,648
+$79,381 QoQ
Shares Held
11,564
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,378
of 2,859 holders
Holding Since
Sep 2023
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, 2026WEST MICHIGAN ADVISORS, LLC holds $7,581,402 across 3 Banks - Diversified names. WFC ranks #2 (12.6% 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 | $955,648 | 11,564 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $876,267 | 11,007 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $748,862 | 8,035 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $688,581 | 8,215 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $334,981 | 4,181 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $299,364 | 4,170 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $304,771 | 4,339 | Shares | Sole | 2025-02-05 | |
| 2023-09-30 | $126,175 | 3,088 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||