SwitchPoint Financial Planning, LLC

SEC CIK: 0002055526
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by SwitchPoint 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 overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of WFC by SwitchPoint Financial Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−6,281−100.0%	Sold out	Holders
Q3 2025	6,281	$526.5K	0.4%	+41+0.7%	Added	Holders
Q2 2025	6,240	$499.9K	0.4%	+44+0.7%	Added	Holders
Q1 2025	6,196	$444.8K	0.4%	+6,196	New	Holders