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Eagle Wealth Strategies LLC

SEC CIK
0002009882
Latest filing
Jul 9, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Eagle Wealth Strategies 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)
3,290
Value
$271.9K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of WFC by Eagle Wealth Strategies LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,290$271.9K0.1%−140−4.1%ReducedHolders
Q1 20263,430$273.1K0.1%−95−2.7%ReducedHolders
Q4 20253,525$328.5K0.2%−38−1.1%ReducedHolders
Q3 20253,563$298.7K0.1%−36−1.0%ReducedHolders
Q2 20253,599$288.4K0.2%−20−0.6%ReducedHolders
Q1 20253,619$259.8K0.2%+7+0.2%AddedHolders
Q4 20243,612$253.7K0.2%+57+1.6%AddedHolders
Q3 20243,555$200.8K0.1%−129−3.5%ReducedHolders
Q2 20243,684$218.8K0.2%−29−0.8%ReducedHolders
Q1 20243,713$213.9K0.2%+3,713NewHolders