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Livermore
Livermore
ZHEN

Seven Springs Wealth Group, LLC

SEC CIK
0001803898
Latest filing
Aug 4, 2026

WFC.PL holding history

Wells Fargo & Company in every 13F filed by Seven Springs Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC.PL overviewAll 13F holders of WFC.PLFull Q2 2026 holdings

Shares (Q2 2026)
3,628
Value
$4.20M
% of portfolio
0.9%
Quarters held
17
Since Q2 2022
Holdings of WFC.PL by Seven Springs Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,628$4.20M0.9%+279+8.3%AddedHolders
Q1 20263,349$3.87M0.9%+193+6.1%AddedHolders
Q4 20253,156$3.83M1.1%+140+4.6%AddedHolders
Q3 20253,016$3.72M0.9%+240+8.6%AddedHolders
Q2 20252,776$3.26M0.8%+331+13.5%AddedHolders
Q1 20252,445$2.94M1.0%−211−7.9%ReducedHolders
Q4 20242,656$3.17M1.2%+105+4.1%AddedHolders
Q3 20242,551$3.27M1.2%+132+5.5%AddedHolders
Q2 20242,419$2.88M1.1%+83+3.6%AddedHolders
Q1 20242,336$2.85M1.1%+734+45.8%AddedHolders
Q4 20231,602$1.92M0.9%−365−18.6%ReducedHolders
Q3 20231,967$2.19M1.1%+2+0.1%AddedHolders
Q2 20231,965$2.26M1.1%+103+5.5%AddedHolders
Q1 20231,862$2.19M1.1%+53+2.9%AddedHolders
Q4 20221,809$2.14M1.0%+774+74.8%AddedHolders
Q3 20221,035$1.25M0.7%+36+3.6%AddedHolders
Q2 2022999$1.21M0.6%+999NewHolders