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Livermore
Livermore
ZHEN

Northwest Wealth Management, LLC

SEC CIK
0001695344
Latest filing
Jul 13, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Northwest Wealth Management, 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)
15,115
Value
$1.25M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WFC by Northwest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,115$1.25M0.2%+2,826+23.0%AddedHolders
Q1 202612,289$978.3K0.1%+186+1.5%AddedHolders
Q4 202512,103$1.13M0.2%−131−1.1%ReducedHolders
Q3 202512,234$1.03M0.2%+16+0.1%AddedHolders
Q2 202512,218$978.9K0.2%−60.0%ReducedHolders
Q1 202512,224$877.6K0.2%−2,622−17.7%ReducedHolders
Q4 202414,846$1.04M0.2%+431+3.0%AddedHolders
Q3 202414,415$814.3K0.2%−156−1.1%ReducedHolders
Q2 202414,571$865.4K0.2%−140−1.0%ReducedHolders
Q1 202414,711$852.7K0.2%+104+0.7%AddedHolders
Q4 202314,607$719.0K0.2%−746−4.9%ReducedHolders
Q3 202315,353$627.3K0.2%+839+5.8%AddedHolders
Q2 202314,514$619.4K0.2%−134−0.9%ReducedHolders
Q1 202314,648$547.5K0.2%−829−5.4%ReducedHolders
Q4 202215,477$639.1K0.3%−1,335−7.9%ReducedHolders
Q3 202216,812$676.0K0.3%−175−1.0%ReducedHolders
Q2 202216,987$665.0K0.3%+2,742+19.2%AddedHolders
Q1 202214,245$690.0K0.3%+438+3.2%AddedHolders
Q4 202113,807$662.0K0.3%+4,926+55.5%AddedHolders
Q3 20218,881$412.0K0.2%−469−5.0%ReducedHolders
Q2 20219,350$423.0K0.2%−35−0.4%ReducedHolders
Q1 20219,385$367.0K0.2%––Holders

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