Ulland Investment Advisors, LLC WELLS FARGO & COMPANY holdings history
WELLS FARGO & COMPANY · CUSIP 949746804 · CIK 1911497
As of 2026-06-30, Ulland Investment Advisors, LLC reported 72 WELLS FARGO & COMPANY (shares), valued at $83.00K, or 0.06% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares decreased 29.41%; reported value decreased 29.66%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.06% | 72 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 0.10% | 102 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 0.10% | 102 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 0.56% | 604 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 6.47% | 7,212 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 3.41% | 3,400 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 7.61% | 9,987 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 1.69% | 1,796 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 8.70% | 10,532 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 0.88% | 901 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 0.78% | 647 | SEC filing ↗Filed Jan 16, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.78% | 647 | $774.00K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 0.88% | 901 | $1.10M | Shares increased 39.26%; reported value increased 41.99%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 8.70% | 10,532 | $12.52M | Shares increased 1068.92%; reported value increased 1039.40%, and weight changed +7.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 1.69% | 1,796 | $2.30M | Shares decreased 82.95%; reported value decreased 81.61%, and weight changed -7.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 7.61% | 9,987 | $11.93M | Shares increased 456.07%; reported value increased 417.93%, and weight changed +5.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 3.41% | 3,400 | $4.08M | Shares decreased 65.96%; reported value decreased 65.77%, and weight changed -4.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 6.47% | 7,212 | $8.47M | Shares increased 112.12%; reported value increased 107.40%, and weight changed +3.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 0.56% | 604 | $746.00K | Shares decreased 91.63%; reported value decreased 91.19%, and weight changed -5.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.10% | 102 | $124.00K | Shares decreased 83.11%; reported value decreased 83.38%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 0.10% | 102 | $118.00K | Shares unchanged; reported value decreased 4.84%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 0.06% | 72 | $83.00K | Shares decreased 29.41%; reported value decreased 29.66%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2026 |
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