Laurel Wealth Planning LLC

SEC CIK: 0001842010
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

WFC.PL holding history

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

WFC.PL overview All 13F holders of WFC.PL Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2022

Holdings of WFC.PL by Laurel Wealth Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−40−100.0%	Sold out	Holders
Q4 2022	40	$47.4K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	40	$48.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	40	$49.0K	<0.1%	+40	New	Holders