Skip to main content

Global Financial Private Client, LLC

SEC CIK
0002023568
Latest filing
Jul 20, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Global Financial Private Client, 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)
2,537
Value
$209.7K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of WFC by Global Financial Private Client, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,537$209.7K0.1%+2,537NewHolders
Q1 20260$00.0%−2,355−100.0%Sold outHolders
Q4 20252,355$219.5K0.1%+2,355NewHolders
Q2 20250$00.0%−2,118−100.0%Sold outHolders
Q1 20252,118$152.1K0.1%+90+4.4%AddedHolders
Q4 20242,028$142.4K0.1%−676−25.0%ReducedHolders
Q3 20242,704$152.7K0.1%+683+33.8%AddedHolders
Q2 20242,021$120.0K0.1%00.0%UnchangedHolders
Q1 20242,021$116.4K0.1%00.0%UnchangedHolders
Q4 20232,021$99.5K<0.1%00.0%UnchangedHolders
Q3 20232,021$80.1K<0.1%00.0%UnchangedHolders
Q2 20232,021$87.7K<0.1%00.0%UnchangedHolders
Q1 20232,021$76.2K<0.1%00.0%UnchangedHolders
Q4 20222,021$83.4K<0.1%00.0%UnchangedHolders
Q3 20222,021$84.0K<0.1%00.0%UnchangedHolders
Q2 20222,021$80.7K<0.1%00.0%UnchangedHolders
Q1 20222,021$98.4K<0.1%00.0%UnchangedHolders
Q4 20212,021$97.0K<0.1%00.0%UnchangedHolders
Q3 20212,021$95.0K<0.1%00.0%UnchangedHolders
Q2 20212,021$91.8K0.1%00.0%UnchangedHolders
Q1 20212,021$80.1K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.