Wells Financial Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Wells Financial Advisors going back to Feb. 11, 2021
- Wells Financial Advisors 2025 Q3 - filed Oct. 20, 2025 - new!
- Wells Financial Advisors 2025 Q2 - filed July 25, 2025
- Wells Financial Advisors 2025 Q1 - filed May 9, 2025
- Wells Financial Advisors 2024 Q4 - filed Feb. 12, 2025
- Wells Financial Advisors 2024 Q3 - filed Nov. 13, 2024
- Wells Financial Advisors 2024 Q2 - filed Aug. 9, 2024
- Wells Financial Advisors 2024 Q1 - filed May 14, 2024
- Wells Financial Advisors 2023 Q3 - filed Oct. 10, 2023
- Wells Financial Advisors 2023 Q2 - filed Aug. 7, 2023
- Wells Financial Advisors 2023 Q1 - filed May 3, 2023
- Wells Financial Advisors 2022 Q4 - filed Feb. 3, 2023
- Wells Financial Advisors 2022 Q3 - filed Nov. 9, 2022
- Wells Financial Advisors 2022 Q2 - filed Aug. 10, 2022
- Wells Financial Advisors 2022 Q1 - filed April 25, 2022
- Wells Financial Advisors 2021 Q4 - filed Feb. 11, 2022
- Wells Financial Advisors 2021 Q3 - filed Nov. 10, 2021
- Wells Financial Advisors 2021 Q2 - filed Aug. 2, 2021
- Wells Financial Advisors 2021 Q1 - filed May 12, 2021
- Wells Financial Advisors 2020 Q4 - filed Feb. 11, 2021