Level Four Advisory Services, LLC

SEC CIK: 0001696715
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Level Four Advisory Services, 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): 28,459
Value: $2.35M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Level Four Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,459	$2.35M	0.1%	−2,119−6.9%	Reduced	Holders
Q1 2026	30,578	$2.43M	0.1%	+454+1.5%	Added	Holders
Q4 2025	30,124	$2.81M	0.1%	+4,753+18.7%	Added	Holders
Q3 2025	25,371	$2.13M	0.1%	+4,988+24.5%	Added	Holders
Q2 2025	20,383	$1.63M	0.1%	−542−2.6%	Reduced	Holders
Q1 2025	20,925	$1.50M	0.1%	−2,018−8.8%	Reduced	Holders
Q4 2024	22,943	$1.61M	0.1%	+271+1.2%	Added	Holders
Q3 2024	22,672	$1.47M	0.1%	−54,687−70.7%	Reduced	Holders
Q2 2024	77,359	$4.59M	0.2%	−4,935−6.0%	Reduced	Holders
Q1 2024	82,294	$4.05M	0.2%	+5,610+7.3%	Added	Holders
Q4 2023	76,684	$3.77M	0.2%	−4,421−5.5%	Reduced	Holders
Q3 2023	81,105	$3.31M	0.2%	−20,529−20.2%	Reduced	Holders
Q2 2023	101,634	$4.34M	0.3%	+1,747+1.7%	Added	Holders
Q1 2023	99,887	$3.73M	0.2%	−702−0.7%	Reduced	Holders
Q4 2022	100,589	$4.15M	0.3%	−5,135−4.9%	Reduced	Holders
Q3 2022	105,724	$4.25M	0.4%	+5,655+5.7%	Added	Holders
Q2 2022	100,069	$3.92M	0.4%	+13,344+15.4%	Added	Holders
Q1 2022	86,725	$4.20M	0.3%	+3,042+3.6%	Added	Holders
Q4 2021	83,683	$4.01M	0.3%	+15,157+22.1%	Added	Holders
Q3 2021	68,526	$3.18M	0.3%	−6,732−8.9%	Reduced	Holders
Q2 2021	75,258	$3.41M	0.2%	+14,300+23.5%	Added	Holders
Q1 2021	60,958	$2.38M	0.2%	–	–	Holders

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