Optivise Advisory Services LLC
- SEC CIK
- 0002042876
- Latest filing
- Jul 13, 2026
WFC holding history
Wells Fargo & Company in every 13F filed by Optivise Advisory Services 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)
- 5,316
- Value
- $439.3K
- % of portfolio
- 0.2%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,316 | $439.3K | 0.2% | +577+12.2% | Added | Holders |
| Q1 2026 | 4,739 | $377.3K | 0.2% | −397−7.7% | Reduced | Holders |
| Q4 2025 | 5,136 | $478.7K | 0.3% | +1,218+31.1% | Added | Holders |
| Q3 2025 | 3,918 | $328.4K | 0.2% | +765+24.3% | Added | Holders |
| Q2 2025 | 3,153 | $252.7K | 0.1% | +303+10.6% | Added | Holders |
| Q1 2025 | 2,850 | $204.6K | 0.1% | −209−6.8% | Reduced | Holders |
| Q4 2024 | 3,059 | $214.9K | 0.1% | +3,059 | New | Holders |