IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wells Financial Advisors IncETF

CIK: 0001844454 | FRAMINGHAM, MA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR38$10.8M2026-11-02SEC ↗
Q2 2026
13F-HR42$10.8M2026-07-23SEC ↗
Q1 2026
13F-HR54$22.0M2026-05-07SEC ↗
Q4 2025
13F-HR72$52.6M2026-02-02SEC ↗
Q3 2025
13F-HR71$74.7M2025-10-20SEC ↗
Q2 2025
13F-HR76$72.8M2025-07-25SEC ↗
Q1 2025
13F-HR77$72.5M2025-05-09SEC ↗
Q4 2024
13F-HR78$73.4M2025-02-12SEC ↗
Q3 2024
13F-HR102$74.0M2024-11-13SEC ↗
Q2 2024
13F-HR83$151.9M2024-08-09SEC ↗
Q1 2024
13F-HR69$146.8M2024-05-14SEC ↗
Q4 2023
13F-HR64$137.7M2024-02-13SEC ↗
Q3 2023
13F-HR65$128.6M2023-10-10SEC ↗
Q2 2023
13F-HR65$132.4M2023-08-07SEC ↗
Q1 2023
13F-HR65$125.5M2023-05-03SEC ↗
Q4 2022
13F-HR64$120.8M2023-02-03SEC ↗
Q3 2022
13F-HR64$158.2K2022-11-09SEC ↗
Q2 2022
13F-HR57$140.7K2022-08-10SEC ↗
Q1 2022
13F-HR58$119.8K2022-04-25SEC ↗
Q4 2021
13F-HR61$125.4K2022-02-11SEC ↗
Q3 2021
13F-HR60$156.4K2021-11-10SEC ↗
Q2 2021
13F-HR61$118.6K2021-08-02SEC ↗
Q1 2021
13F-HR62$373.2K2021-05-12SEC ↗
Q4 2020
13F-HR60$273.8K2021-02-11SEC ↗