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Livermore
Livermore
ZHEN

Element Wealth, LLC

SEC CIK
0001802743
Latest filing
Aug 14, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Element Wealth, 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)
11,018
Value
$910.5K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WFC by Element Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,018$910.5K0.3%+149+1.4%AddedHolders
Q1 202610,869$865.3K0.4%−232−2.1%ReducedHolders
Q4 202511,101$1.03M0.4%−107−1.0%ReducedHolders
Q3 202511,208$939.4K0.4%−92−0.8%ReducedHolders
Q2 202511,300$905.4K0.4%−556−4.7%ReducedHolders
Q1 202511,856$851.1K0.5%−195−1.6%ReducedHolders
Q4 202412,051$846.5K0.4%−191−1.6%ReducedHolders
Q3 202412,242$691.6K0.4%−186−1.5%ReducedHolders
Q2 202412,428$738.1K0.4%−382−3.0%ReducedHolders
Q1 202412,810$742.4K0.4%−3,079−19.4%ReducedHolders
Q4 202315,889$782.0K0.5%−10.0%ReducedHolders
Q3 202315,890$649.3K0.5%+171+1.1%AddedHolders
Q2 202315,719$670.9K0.5%−319−2.0%ReducedHolders
Q1 202316,038$599.5K0.4%+92+0.6%AddedHolders
Q4 202215,946$658.4K0.5%−130−0.8%ReducedHolders
Q3 202216,076$647.0K0.6%+455+2.9%AddedHolders
Q2 202215,621$612.0K0.6%+482+3.2%AddedHolders
Q1 202215,139$734.0K0.6%−625−4.0%ReducedHolders
Q4 202115,764$756.0K0.6%−128−0.8%ReducedHolders
Q3 202115,892$738.0K0.6%−30−0.2%ReducedHolders
Q2 202115,922$721.0K0.6%+209+1.3%AddedHolders
Q1 202115,713$614.0K0.5%––Holders

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