Q4 2025 · 13F-HR
Wells Financial Advisors INCholdings as filed
Filed 2026-02-02 · accession 0001844454-26-000001
$0
Reported value
0
Positions
2025-12-31
Period end
The Brief · Wells Financial Advisors INC · Q4 2025
AI · grounded in 13F
Wells Financial Advisors INC reported no changes to its portfolio for the period ending December 31, 2025. The fund added no new positions and reduced no existing holdings. Total assets under management and position counts remain at zero.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.