Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001844454-25-000004
Filing Date
2025-05-09
Accepted
2025-05-09 11:54:45
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2061
2 wells1q25.html INFORMATION TABLE  
2 wells1q25.xml INFORMATION TABLE 41654
  Complete submission text file 0001844454-25-000004.txt   44938
Mailing Address 205 NEWBURY STREET SUITE 201 FRAMINGHAM MA 01701
Business Address 205 NEWBURY STREET SUITE 201 FRAMINGHAM MA 01701 5086559303
Wells Financial Advisors INC (Filer) CIK: 0001844454 (see all company filings)

EIN.: 043318813 | State of Incorp.: MA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20674 | Film No.: 25929095