CLEAR WAVE WEALTH MANAGEMENT LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2113615 RED BANK, NJ

Position in WFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$238,499

+$6,914 QoQ

Shares Held

2,886

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,381

of 2,858 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CLEAR WAVE WEALTH MANAGEMENT LLC holds $6,063,258 across 5 Banks - Diversified names. WFC ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,720	$2,854,317
2	BAC	Bank Of America Corp /De/	37,737	$2,150,254
3	C	Citigroup Inc	3,025	$423,379
4	BNY	Bank of New York Mellon Corp	2,744	$396,809
5	WFC	Wells Fargo & Company/Mn This page	2,886	$238,499

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,499	2,886	-0.8%	Shares	Sole	2026-08-06
2026-03-31	$231,585	2,909	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.