Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$217,839
-$3,636 QoQ
Shares Held
2,636
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#2,455
of 2,853 holders
Holding Since
Dec 2025
3 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, 2026Livet Wealth, LLC holds $708,389 across 3 Banks - Diversified names. WFC ranks #2 (30.8% of the industry book) .
All Filings in WFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,839 | 2,636 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $221,475 | 2,782 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $253,597 | 2,721 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||