Whelan Financial

SEC CIK: 0001894921
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

WFC holding history

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

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of WFC by Whelan Financial, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−2,604−100.0%	Sold out	Holders
Q4 2025	2,604	$242.7K	0.1%	−749−22.3%	Reduced	Holders
Q3 2025	3,353	$281.1K	0.1%	+3,353	New	Holders