Wells Financial Advisors INC

Entity
Company
Business address
205 Newbury Street, Suite 201, 01701 Framingham, MA
Phone
5086559303
State of incorporation
MA
Fiscal year end
December 31
13F signature
Terry Wells - Chief Compliance Officer
All SEC filings
View on sec.gov
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Wells Financial Advisors INC has filed 22 SEC EDGAR filings since 2/11/2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 20, 2025 Sep 30, 2025 028-20674
N-PX Open Document Open Filing Jul 30, 2025 Jun 30, 2025 028-20674
13F-HR Open Document Open Filing Jul 25, 2025 Jun 30, 2025 028-20674
13F-HR Open Document Open Filing May 9, 2025 Mar 31, 2025 028-20674
13F-HR Open Document Open Filing Feb 12, 2025 Dec 31, 2024 028-20674
13F-HR Open Document Open Filing Nov 13, 2024 Sep 30, 2024 028-20674
N-PX Open Document Open Filing Aug 26, 2024 Jun 30, 2024 028-20674
13F-HR Open Document Open Filing Aug 9, 2024 Jun 30, 2024 028-20674
13F-HR Open Document Open Filing May 14, 2024 Mar 31, 2024 028-20674
13F-HR Open Document Open Filing Feb 13, 2024 Dec 31, 2023 028-20674
13F-HR Open Document Open Filing Oct 10, 2023 Sep 30, 2023 028-20674
13F-HR Open Document Open Filing Aug 7, 2023 Jun 30, 2023 028-20674
13F-HR Open Document Open Filing May 3, 2023 Mar 31, 2023 028-20674
13F-HR Open Document Open Filing Feb 3, 2023 Dec 31, 2022 028-20674
13F-HR Open Document Open Filing Nov 9, 2022 Sep 30, 2022 028-20674
13F-HR Open Document Open Filing Aug 10, 2022 Jun 30, 2022 028-20674
13F-HR Open Document Open Filing Apr 25, 2022 Mar 31, 2022 028-20674
13F-HR Open Document Open Filing Feb 11, 2022 Dec 31, 2021 028-20674
13F-HR Open Document Open Filing Nov 10, 2021 Sep 30, 2021 028-20674
13F-HR Open Document Open Filing Aug 2, 2021 Jun 30, 2021 028-20674
13F-HR Open Document Open Filing May 12, 2021 Mar 31, 2021 028-20674
13F-HR Open Document Open Filing Feb 11, 2021 Dec 31, 2020 028-20674