Cumberland Advisors Inc

SEC CIK: 0001255435
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Cumberland Advisors Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 6,300
Value: $520.6K
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Cumberland Advisors Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,300	$520.6K	0.2%	−2,500−28.4%	Reduced	Holders
Q1 2026	8,800	$700.6K	0.3%	00.0%	Unchanged	Holders
Q4 2025	8,800	$820.2K	0.3%	00.0%	Unchanged	Holders
Q3 2025	8,800	$737.6K	0.3%	−2,000−18.5%	Reduced	Holders
Q2 2025	10,800	$865.3K	0.4%	−21−0.2%	Reduced	Holders
Q1 2025	10,821	$776.8K	0.4%	+21+0.2%	Added	Holders
Q4 2024	10,800	$758.6K	0.3%	−500−4.4%	Reduced	Holders
Q3 2024	11,300	$638.3K	0.3%	00.0%	Unchanged	Holders
Q2 2024	11,300	$671.1K	0.3%	00.0%	Unchanged	Holders
Q1 2024	11,300	$654.9K	0.2%	00.0%	Unchanged	Holders
Q4 2023	11,300	$556.2K	0.2%	−1,000−8.1%	Reduced	Holders
Q3 2023	12,300	$502.6K	0.2%	−5,000−28.9%	Reduced	Holders
Q2 2023	17,300	$738.4K	0.3%	00.0%	Unchanged	Holders
Q1 2023	17,300	$646.7K	0.3%	−500−2.8%	Reduced	Holders
Q4 2022	17,800	$735.0K	0.3%	−1,300−6.8%	Reduced	Holders
Q3 2022	19,100	$768.0K	0.3%	−3,300−14.7%	Reduced	Holders
Q2 2022	22,400	$877.0K	0.3%	−2,438−9.8%	Reduced	Holders
Q1 2022	24,838	$1.20M	0.3%	+2,438+10.9%	Added	Holders
Q4 2021	22,400	$1.07M	0.2%	−1,750−7.2%	Reduced	Holders
Q3 2021	24,150	$1.12M	0.3%	−1,250−4.9%	Reduced	Holders
Q2 2021	25,400	$1.15M	0.3%	00.0%	Unchanged	Holders
Q1 2021	25,400	$992.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.