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Livermore
Livermore
ZHEN

Winch Advisory Services, LLC

SEC CIK
0001585822
Latest filing
Aug 6, 2026

WFC holding history

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

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
2,826
Value
$233.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Winch Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,826$233.6K<0.1%+15+0.5%AddedHolders
Q1 20262,811$223.8K0.1%+14+0.5%AddedHolders
Q4 20252,797$260.7K0.1%+13+0.5%AddedHolders
Q3 20252,784$233.4K0.1%+14+0.5%AddedHolders
Q2 20252,770$221.9K0.1%+14+0.5%AddedHolders
Q1 20252,756$197.9K0.1%+12+0.4%AddedHolders
Q4 20242,744$192.7K0.1%+915+50.0%AddedHolders
Q3 20241,829$103.3K<0.1%−9−0.5%ReducedHolders
Q2 20241,838$109.1K<0.1%+10+0.5%AddedHolders
Q1 20241,828$106.0K<0.1%+10+0.6%AddedHolders
Q4 20231,818$89.5K<0.1%+14+0.8%AddedHolders
Q3 20231,804$74.0K<0.1%+15+0.8%AddedHolders
Q2 20231,789$76.0K<0.1%+13+0.7%AddedHolders
Q1 20231,776$66.0K<0.1%+12+0.7%AddedHolders
Q4 20221,764$73.0K<0.1%+11+0.6%AddedHolders
Q3 20221,753$71.0K<0.1%+12+0.7%AddedHolders
Q2 20221,741$68.0K<0.1%+8+0.5%AddedHolders
Q1 20221,733$84.0K<0.1%−765−30.6%ReducedHolders
Q4 20212,498$120.0K<0.1%+10+0.4%AddedHolders
Q3 20212,488$115.0K<0.1%+11+0.4%AddedHolders
Q2 20212,477$112.0K<0.1%−244−9.0%ReducedHolders
Q1 20212,721$106.0K<0.1%––Holders

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