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ERTS Wealth Advisors, LLC

SEC CIK
0001767602
Latest filing
Aug 6, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by ERTS Wealth 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 Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of WFC by ERTS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−5,425−100.0%Sold outHolders
Q1 20255,425$389.5K0.1%−421−7.2%ReducedHolders
Q4 20245,846$410.6K0.1%−658−10.1%ReducedHolders
Q3 20246,504$367.4K0.1%−156−2.3%ReducedHolders
Q2 20246,660$395.5K0.1%−13−0.2%ReducedHolders
Q1 20246,673$386.8K0.1%−60−0.9%ReducedHolders
Q4 20236,733$331.4K0.1%+228+3.5%AddedHolders
Q3 20236,505$265.8K0.1%−139−2.1%ReducedHolders
Q2 20236,644$283.6K0.1%+214+3.3%AddedHolders
Q1 20236,430$240.4K0.1%−668−9.4%ReducedHolders
Q4 20227,098$293.1K0.1%−675−8.7%ReducedHolders
Q3 20227,773$313.0K0.1%+339+4.6%AddedHolders
Q2 20227,434$291.0K0.1%+302+4.2%AddedHolders
Q1 20227,132$346.0K0.1%+248+3.6%AddedHolders
Q4 20216,884$332.0K0.1%+106+1.6%AddedHolders
Q3 20216,778$314.0K0.1%−343−4.8%ReducedHolders
Q2 20217,121$323.0K0.1%+609+9.4%AddedHolders
Q1 20216,512$254.0K0.1%––Holders

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