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LM Advisors LLC

SEC CIK
0002011314
Latest filing
Aug 12, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by LM Advisors 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2023
Holdings of WFC by LM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,667−100.0%Sold outHolders
Q2 20252,667$214.0K<0.1%+2,667NewHolders
Q1 20250$00.0%−3,049−100.0%Sold outHolders
Q4 20243,049$214.0K<0.1%+3,049NewHolders
Q1 20240$00.0%−4,038−100.0%Sold outHolders
Q4 20234,038$198.8K<0.1%–No prior filingHolders