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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by TRUE Private 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 Q2 2026 holdings

Shares (Q2 2026)
21,688
Value
$1.79M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WFC by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,688$1.79M0.2%−89−0.4%ReducedHolders
Q1 202621,777$1.73M0.2%+102+0.5%AddedHolders
Q4 202521,675$2.02M0.2%−559−2.5%ReducedHolders
Q3 202522,234$1.86M0.2%+1,733+8.5%AddedHolders
Q2 202520,501$1.64M0.2%+211+1.0%AddedHolders
Q1 202520,290$1.46M0.2%−70.0%ReducedHolders
Q4 202420,297$1.43M0.2%−1,951−8.8%ReducedHolders
Q3 202422,248$1.26M0.1%−1,737−7.2%ReducedHolders
Q2 202423,985$1.42M0.2%−600−2.4%ReducedHolders
Q1 202424,585$1.42M0.2%−1,122−4.4%ReducedHolders
Q4 202325,707$1.27M0.2%−30−0.1%ReducedHolders
Q3 202325,737$1.05M0.1%+256+1.0%AddedHolders
Q2 202325,481$1.09M0.2%00.0%UnchangedHolders
Q1 202325,481$952.5K0.1%−185−0.7%ReducedHolders
Q4 202225,666$1.06M0.2%+10.0%AddedHolders
Q3 202225,665$1.03M0.2%00.0%UnchangedHolders
Q2 202225,665$1.00M0.1%00.0%UnchangedHolders
Q1 202225,665$1.18M0.2%−80−0.3%ReducedHolders
Q4 202125,745$1.24M0.2%+1,746+7.3%AddedHolders
Q3 202123,999$1.11M0.2%+1,042+4.5%AddedHolders
Q2 202122,957$1.04M0.2%−3,487−13.2%ReducedHolders
Q1 202126,444$1.03M0.2%––Holders

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