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 CIK#: 0001844454 (see all company filings)

State location: MA | State of Inc.: MA | Fiscal Year End: 1231

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Items 1 - 18  0001844454 Filings RSS Feed
Filings Format Description Filing Date File/Film Number
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-25-000002 (34 Act)  Size: 46 KB
2025-02-12 028-20674
25611390
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-24-000006 (34 Act)  Size: 59 KB
2024-11-13 028-20674
241452938
N-PX  Documents Annual Report of proxy voting record of management investment companies
Acc-no: 0001844454-24-000005 (34 Act)  Size: 3 KB
2024-08-26 028-20674
241240930
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-24-000004 (34 Act)  Size: 48 KB
2024-08-09 028-20674
241191637
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-24-000003 (34 Act)  Size: 40 KB
2024-05-14 028-20674
24940960
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-24-000002 (34 Act)  Size: 38 KB
2024-02-13 028-20674
24621660
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-23-000005 (34 Act)  Size: 38 KB
2023-10-10 028-20674
231317475
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-23-000004 (34 Act)  Size: 38 KB
2023-08-07 028-20674
231147091
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-23-000003 (34 Act)  Size: 38 KB
2023-05-03 028-20674
23884719
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-23-000002 (34 Act)  Size: 38 KB
2023-02-03 028-20674
23585451
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-22-000006 (34 Act)  Size: 37 KB
2022-11-09 028-20674
221372353
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-22-000005 (34 Act)  Size: 33 KB
2022-08-10 028-20674
221149922
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-22-000004 (34 Act)  Size: 34 KB
2022-04-25 028-20674
22846928
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-22-000002 (34 Act)  Size: 36 KB
2022-02-11 028-20674
22615677
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-21-000005 (34 Act)  Size: 35 KB
2021-11-10 028-20674
211395909
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-21-000004 (34 Act)  Size: 36 KB
2021-08-02 028-20674
211135555
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-21-000003 (34 Act)  Size: 36 KB
2021-05-12 028-20674
21913259
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001844454-21-000001 (34 Act)  Size: 35 KB
2021-02-11 028-20674
21616418