LiftPoint Family Wealth Advisors LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2110810
FAR HILLS, NJ
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$257,093
+$37,848 QoQ
Shares Held
3,111
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#2,323
of 2,858 holders
Holding Since
Dec 2025
3 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, 2026LiftPoint Family Wealth Advisors LLC holds $1,179,128 across 3 Banks - Diversified names. WFC ranks #2 (21.8% of the industry book) .
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,093 | 3,111 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $219,245 | 2,754 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $248,937 | 2,671 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||