Wells Fargo & Company shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 47k | 83.82 |
| 2025-06-30 | $3.8M | 48k | 80.12 |
| 2025-03-31 | $762k | 11k | 71.79 |
| 2024-12-31 | $743k | 11k | 70.24 |
| 2024-09-30 | $595k | 11k | 56.49 |
| 2024-06-30 | $622k | 11k | 59.39 |
| 2024-03-31 | $604k | 10k | 57.96 |
| 2023-12-31 | $513k | 10k | 49.22 |
| 2023-09-30 | $361k | 8.8k | 40.86 |
| 2023-06-30 | $377k | 8.8k | 42.68 |
| 2023-03-31 | $330k | 8.8k | 37.38 |
| 2022-12-31 | $390k | 8.8k | 44.12 |