HIGHLINE WEALTH PARTNERS LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2042654 SHERMAN OAKS, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$81,896

+$6,983 QoQ

Shares Held

991

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,636

of 2,859 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HIGHLINE WEALTH PARTNERS LLC holds $6,905,935 across 18 Banks - Diversified names. WFC ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,206	$6,286,699
2	BAC	Bank Of America Corp /De/	1,953	$111,281
3	WFC	Wells Fargo & Company/Mn This page	991	$81,896
4	C	Citigroup Inc	553	$77,397
5	HSBC	Hsbc Holdings PLC	416	$39,557
6	RY	Royal Bank Of Canada	184	$38,082
7	MUFG	Mitsubishi Ufj Financial Group Inc	1,847	$36,736
8	BCS	Barclays PLC	1,238	$33,252

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,896	991	+5.3%	Shares	Sole	2026-07-15
2026-03-31	$74,913	941	+22.4%	Shares	Sole	2026-04-06
2025-12-31	$71,670	769	-94.4%	Shares	Sole	2026-01-15
2025-09-30	$1,153,614	13,763	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$1,102,130	13,756	-0.4%	Shares	Sole	2025-07-16
2025-03-31	$991,778	13,815	+1.1%	Shares	Sole	2025-04-17
2024-12-31	$959,408	13,659	+1.3%	Shares	Sole	2025-01-10
2024-09-30	$761,541	13,481	+0.2%	Shares	Sole	2024-10-25
2024-06-30	$798,795	13,450	+2.3%	Shares	Sole	2024-10-28
2024-03-31	$761,942	13,146	+0.0%	Shares	Sole	2024-10-28
2023-12-31	$646,996	13,145	0.0%	Shares	Sole	2024-10-29
2023-09-30	$537,104	13,145	0.0%	Shares	Sole	2024-10-29
2023-06-30	$561,028	13,145	-1.1%	Shares	Sole	2024-10-29
2023-03-31	$496,967	13,295	+17.7%	Shares	Sole	2024-10-29
2022-12-31	$466,329	11,294	0.0%	Shares	Sole	2024-10-29
2022-09-30	$454,244	11,294	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.