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US Financial Advisors, LLC

SEC CIK
0001640420
Latest filing
May 8, 2025

WFC holding history

Wells Fargo & Company in every 13F filed by US Financial Advisors, 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 Q1 2025 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of WFC by US Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−7,461−100.0%Sold outHolders
Q1 20227,461$362.0K0.2%00.0%UnchangedHolders
Q4 20217,461$358.0K0.2%00.0%UnchangedHolders
Q3 20217,461$346.0K0.2%00.0%UnchangedHolders
Q2 20217,461$338.0K0.2%−22−0.3%ReducedHolders
Q1 20217,483$292.0K0.1%––Holders

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