Diligent Investors, LLC

SEC CIK: 0001549042
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Diligent Investors, LLC, 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): 16,609
Value: $1.37M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Diligent Investors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,609	$1.37M	0.3%	+15+0.1%	Added	Holders
Q1 2026	16,594	$1.32M	0.3%	+14+0.1%	Added	Holders
Q4 2025	16,580	$1.55M	0.4%	+14+0.1%	Added	Holders
Q3 2025	16,566	$1.39M	0.4%	−448−2.6%	Reduced	Holders
Q2 2025	17,014	$1.36M	0.3%	−86−0.5%	Reduced	Holders
Q1 2025	17,100	$1.23M	0.3%	+114+0.7%	Added	Holders
Q4 2024	16,986	$1.19M	0.3%	−1,086−6.0%	Reduced	Holders
Q3 2024	18,072	$1.02M	0.2%	+1,017+6.0%	Added	Holders
Q2 2024	17,055	$1.01M	0.3%	−284−1.6%	Reduced	Holders
Q1 2024	17,339	$1.00M	0.3%	−604−3.4%	Reduced	Holders
Q4 2023	17,943	$883.1K	0.2%	+32+0.2%	Added	Holders
Q3 2023	17,911	$731.9K	0.2%	−2,690−13.1%	Reduced	Holders
Q2 2023	20,601	$879.2K	0.3%	+5,263+34.3%	Added	Holders
Q1 2023	15,338	$573.3K	0.2%	+110+0.7%	Added	Holders
Q4 2022	15,228	$628.8K	0.2%	−467−3.0%	Reduced	Holders
Q3 2022	15,695	$631.0K	0.2%	−15−0.1%	Reduced	Holders
Q2 2022	15,710	$615.0K	0.2%	+607+4.0%	Added	Holders
Q1 2022	15,103	$732.0K	0.2%	+50.0%	Added	Holders
Q4 2021	15,098	$724.0K	0.2%	−289−1.9%	Reduced	Holders
Q3 2021	15,387	$697.0K	0.2%	00.0%	Unchanged	Holders
Q2 2021	15,387	$697.0K	0.2%	−40,763−72.6%	Reduced	Holders
Q1 2021	56,150	$2.19M	0.8%	–	–	Holders

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