Wells Financial Advisors INC

Q3 2026 13F Holdings

Location
Framingham, MA
Holdings as of
9/30/2026
Value ($000)
$10,762
Num holdings
38
Date filed
11/2/2026
Form type
13F-HR
Prev filing
7/23/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type