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Livermore
Livermore
ZHEN

Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Peak Planning Group, 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)
5,829
Value
$481.7K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of WFC by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,829$481.7K0.1%00.0%UnchangedHolders
Q1 20265,829$464.0K0.1%−2,297−28.3%ReducedHolders
Q4 20258,126$757.4K0.2%+2,297+39.4%AddedHolders
Q3 20255,829$488.6K0.3%00.0%UnchangedHolders
Q2 20255,829$467.0K0.3%+85+1.5%AddedHolders
Q1 20255,744$412.4K0.2%+202+3.6%AddedHolders
Q4 20245,542$389.3K0.2%−5,000−47.4%ReducedHolders
Q3 202410,542$595.5K0.3%−330−3.0%ReducedHolders
Q2 202410,872$645.7K0.3%−982−8.3%ReducedHolders
Q1 202411,854$687.1K0.4%00.0%UnchangedHolders
Q4 202311,854$583.5K0.4%−1,000−7.8%ReducedHolders
Q3 202312,854$525.2K0.4%+5,000+63.7%AddedHolders
Q2 20237,854$335.2K0.2%00.0%UnchangedHolders
Q1 20237,854$293.6K0.2%−2,000−20.3%ReducedHolders
Q4 20229,854$406.9K0.4%00.0%UnchangedHolders
Q3 20229,854$396.3K0.4%00.0%UnchangedHolders
Q2 20229,854$386.0K0.3%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 202110,471$502.4K0.4%+20.0%AddedHolders
Q3 202110,469$485.9K0.4%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202111,255$439.7K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.