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Icapital Wealth LLC

SEC CIK
0001911091
Latest filing
Aug 7, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Icapital 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)
5,530
Value
$457.0K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of WFC by Icapital Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,530$457.0K0.3%00.0%UnchangedHolders
Q1 20265,530$440.0K0.3%00.0%UnchangedHolders
Q4 20255,530$515.0K0.3%00.0%UnchangedHolders
Q3 20255,530$463.5K0.3%00.0%UnchangedHolders
Q2 20255,530$443.1K0.3%00.0%UnchangedHolders
Q1 20255,530$397.0K0.2%00.0%UnchangedHolders
Q4 20245,530$388.4K0.2%00.0%UnchangedHolders
Q3 20245,530$312.4K0.2%00.0%UnchangedHolders
Q2 20245,530$328.4K0.2%−1,970−26.3%ReducedHolders
Q1 20247,500$434.7K0.3%00.0%UnchangedHolders
Q4 20237,500$369.1K0.2%00.0%UnchangedHolders
Q3 20237,500$306.4K0.2%00.0%UnchangedHolders
Q2 20237,500$320.1K0.2%−4,180−35.8%ReducedHolders
Q1 202311,680$436.6K0.3%+180+1.6%AddedHolders
Q4 202211,500$474.8K0.4%00.0%UnchangedHolders
Q3 202211,500$463.0K0.3%−7,500−39.5%ReducedHolders
Q2 202219,000$744.0K0.5%00.0%UnchangedHolders
Q1 202219,000$907.1K0.4%−110,627−85.3%ReducedHolders
Q4 2021129,627$6.22M2.4%–No prior filingHolders