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WealthPoint Financial, LLC

SEC CIK
0002040860
Latest filing
Aug 6, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by WealthPoint Financial, 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)
4,092
Value
$338.1K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of WFC by WealthPoint Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,092$338.1K0.2%+160+4.1%AddedHolders
Q1 20263,932$313.1K0.3%+71+1.8%AddedHolders
Q4 20253,861$359.8K0.3%–No prior filingHolders