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Livermore
Livermore
ZHEN

Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

WFC holding history

Wells Fargo & Company in every 13F filed by Burt Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
5,101
Value
$427.6K
% of portfolio
0.1%
Quarters held
16
Since Q2 2021
Holdings of WFC by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20255,101$427.6K0.1%00.0%UnchangedHolders
Q2 20255,101$408.7K0.1%00.0%UnchangedHolders
Q1 20255,101$366.2K0.1%00.0%UnchangedHolders
Q4 20245,101$358.3K0.1%−16−0.3%ReducedHolders
Q3 20245,117$289.1K0.1%00.0%UnchangedHolders
Q2 20245,117$303.9K0.1%00.0%UnchangedHolders
Q1 20245,117$296.6K0.1%00.0%UnchangedHolders
Q4 20235,117$251.9K0.1%00.0%UnchangedHolders
Q3 20235,117$209.1K0.1%00.0%UnchangedHolders
Q2 20235,117$218.4K0.1%+5,117NewHolders
Q1 20230$00.0%−5,117−100.0%Sold outHolders
Q4 20225,117$211.3K0.1%00.0%UnchangedHolders
Q3 20225,117$206.0K0.1%+5,117NewHolders
Q2 20220$00.0%−5,070−100.0%Sold outHolders
Q1 20225,070$246.0K0.1%00.0%UnchangedHolders
Q4 20215,070$243.0K0.1%00.0%UnchangedHolders
Q3 20215,070$235.0K0.1%00.0%UnchangedHolders
Q2 20215,070$230.0K0.1%+5,070NewHolders