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Michael A. Dubis Financial Planning, LLC

SEC CIK
0002052271
Latest filing
Apr 15, 2025

WFC holding history

Wells Fargo & Company in every 13F filed by Michael A. Dubis Financial Planning, 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 Q1 2025 holdings

Shares (Q1 2025)
6,492
Value
$466.1K
% of portfolio
0.5%
Quarters held
2
Since Q4 2024
Holdings of WFC by Michael A. Dubis Financial Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20256,492$466.1K0.5%00.0%UnchangedHolders
Q4 20246,492$456.0K0.4%–No prior filingHolders