CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by CWM Advisors, 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): 1,676
Value: $138.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of WFC by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,676	$138.5K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	1,676	$133.4K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	1,676	$156.2K	<0.1%	+1,676	New	Holders