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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Visionary Wealth Advisors, 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)
12,739
Value
$1.05M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,739$1.05M<0.1%+1,568+14.0%AddedHolders
Q1 202611,171$889.3K<0.1%−963−7.9%ReducedHolders
Q4 202512,134$1.13M0.1%+6,159+103.1%AddedHolders
Q3 20255,975$500.8K<0.1%−3,356−36.0%ReducedHolders
Q2 20259,331$747.6K<0.1%+3,887+71.4%AddedHolders
Q1 20255,444$390.9K<0.1%−149−2.7%ReducedHolders
Q4 20245,593$392.9K<0.1%−165−2.9%ReducedHolders
Q3 20245,758$325.3K<0.1%+13+0.2%AddedHolders
Q2 20245,745$341.2K<0.1%−669−10.4%ReducedHolders
Q1 20246,414$371.8K<0.1%−790−11.0%ReducedHolders
Q4 20237,204$354.6K<0.1%−533−6.9%ReducedHolders
Q3 20237,737$316.1K<0.1%−793−9.3%ReducedHolders
Q2 20238,530$364.1K<0.1%−890−9.4%ReducedHolders
Q1 20239,420$352.1K<0.1%+341+3.8%AddedHolders
Q4 20229,079$375.0K<0.1%+1,642+22.1%AddedHolders
Q3 20227,437$299.0K<0.1%−2,328−23.8%ReducedHolders
Q2 20229,765$382.0K<0.1%−5,813−37.3%ReducedHolders
Q1 202215,578$755.0K0.1%+4,023+34.8%AddedHolders
Q4 202111,555$554.0K<0.1%+4,526+64.4%AddedHolders
Q3 20217,029$326.0K<0.1%−1,262−15.2%ReducedHolders
Q2 20218,291$376.0K<0.1%+1,192+16.8%AddedHolders
Q1 20217,099$277.0K<0.1%––Holders

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