Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$354,856
+$13,011 QoQ
Shares Held
4,294
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,058
of 2,858 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ameliora Wealth Management Ltd. holds $10,234,252 across 4 Banks - Diversified names. WFC ranks #4 (3.5% of the industry book) .
All Filings in WFC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,856 | 4,294 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $341,845 | 4,294 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $400,200 | 4,294 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $359,923 | 4,294 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $344,035 | 4,294 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $308,266 | 4,294 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $351,200 | 5,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $282,450 | 5,000 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $296,950 | 5,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $289,800 | 5,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $98,440 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $81,720 | 2,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $85,360 | 2,000 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $85,974 | 2,300 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $82,580 | 2,000 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $80,440 | 2,000 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||