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4WEALTH Advisors, Inc.

SEC CIK
0002056676
Latest filing
Jul 17, 2026

MMM holding history

3M Co in every 13F filed by 4WEALTH Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
3,144
Value
$510.7K
% of portfolio
0.4%
Quarters held
7
Since Q4 2024
Holdings of MMM by 4WEALTH Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,144$510.7K0.4%+8+0.3%AddedHolders
Q1 20263,136$447.0K0.4%+3+0.1%AddedHolders
Q4 20253,133$501.7K0.4%−21−0.7%ReducedHolders
Q3 20253,154$489.5K0.5%+13+0.4%AddedHolders
Q2 20253,141$478.1K0.5%−230−6.8%ReducedHolders
Q1 20253,371$495.0K0.5%−29−0.9%ReducedHolders
Q4 20243,400$438.9K0.4%–No prior filingHolders