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West Wealth Group, LLC

SEC CIK
0001923591
Latest filing
Aug 6, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by West 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 overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2021
Holdings of WFC by West Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−3,301−100.0%Sold outHolders
Q4 20243,301$231.9K0.1%+3,301NewHolders
Q2 20240$00.0%−3,595−100.0%Sold outHolders
Q1 20243,595$208.3K0.1%−1,431−28.5%ReducedHolders
Q4 20235,026$247.4K0.1%+24+0.5%AddedHolders
Q3 20235,002$204.4K0.1%−777−13.4%ReducedHolders
Q2 20235,779$246.6K0.1%+24+0.4%AddedHolders
Q1 20235,755$215.1K0.1%−2,291−28.5%ReducedHolders
Q4 20228,046$332.2K0.2%+21+0.3%AddedHolders
Q3 20228,025$322.0K0.2%+22+0.3%AddedHolders
Q2 20228,003$313.0K0.1%−820−9.3%ReducedHolders
Q1 20228,823$427.0K0.2%−184−2.0%ReducedHolders
Q4 20219,007$432.0K0.2%–No prior filingHolders