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High Point Wealth Management, LLC

SEC CIK
0002106882
Latest filing
Jul 20, 2026

WFC.PL holding history

Wells Fargo & Company in every 13F filed by High Point Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC.PL overviewAll 13F holders of WFC.PLFull Q2 2026 holdings

Shares (Q2 2026)
955
Value
$1.10M
% of portfolio
0.9%
Quarters held
3
Since Q4 2025
Holdings of WFC.PL by High Point Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026955$1.10M0.9%+70+7.9%AddedHolders
Q1 2026885$1.02M1.0%+115+14.9%AddedHolders
Q4 2025770$933.2K0.9%–No prior filingHolders