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Flatrock Wealth Partners LLC

SEC CIK
0002130067
Latest filing
Aug 14, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Flatrock Wealth Partners 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)
4,891
Value
$404.2K
% of portfolio
0.2%
Quarters held
2
Since Q4 2025
Holdings of WFC by Flatrock Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,891$404.2K0.2%+4,891NewHolders
Q1 20260$00.0%−3,307−100.0%Sold outHolders
Q4 20253,307$308.3K0.1%–No prior filingHolders