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SIMA Wealth Partners, LLC

SEC CIK
0002135539
Latest filing
Jul 28, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by SIMA 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of WFC by SIMA Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−51−100.0%Sold outHolders
Q3 202551$4.28K<0.1%+51NewHolders