Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$263,125
+$39,421 QoQ
Shares Held
3,184
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,308
of 2,858 holders
Holding Since
Dec 2024
6 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, 2026Aletheian Wealth Advisors LLC holds $1,898,933 across 5 Banks - Diversified names. WFC ranks #3 (13.9% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,125 | 3,184 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $223,704 | 2,810 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $271,241 | 3,236 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $265,677 | 3,316 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $235,112 | 3,275 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $232,283 | 3,307 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||