Spartan Wealth Advisory Services LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2075193
BINGHAM FARMS, MI
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,623,654
+$8,705 QoQ
Shares Held
31,748
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#895
of 2,859 holders
Holding Since
Mar 2026
2 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, 2026Spartan Wealth Advisory Services LLC holds $30,012,847 across 5 Banks - Diversified names. WFC ranks #3 (8.7% of the industry book) .
All Filings in WFC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,623,654 | 31,748 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,614,949 | 32,847 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||