Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$272,298
+$9,108 QoQ
Shares Held
3,295
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,273
of 2,858 holders
Holding Since
Mar 2024
8 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, 2026INVENIO WEALTH PARTNERS LLC holds $2,487,531 across 4 Banks - Diversified names. WFC ranks #4 (10.9% of the industry book) .
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,298 | 3,295 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $263,190 | 3,306 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $217,342 | 2,332 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $233,173 | 3,248 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $265,717 | 3,783 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $213,701 | 3,783 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $224,672 | 3,783 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $235,723 | 4,067 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||