Filer · Institutional
Wells Financial AdvisorsINC
CIK 0001844454TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001844454-26-000003 · filed 2026-05-07
0
positions
Q4 202513F-HR
0001844454-26-000001 · filed 2026-02-02
0
positions
Q3 202513F-HR
0001844454-25-000007 · filed 2025-10-20
0
positions
Q2 202513F-HR
0001844454-25-000005 · filed 2025-07-25
0
positions
Q1 202513F-HR
0001844454-25-000004 · filed 2025-05-09
0
positions
Q4 202413F-HR
0001844454-25-000002 · filed 2025-02-12
0
positions
Q3 202413F-HR
0001844454-24-000006 · filed 2024-11-13
0
positions
Q2 202413F-HR
0001844454-24-000004 · filed 2024-08-09
0
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.