WFA of San Diego, LLC
Position in KMLM — KraneShares Mount Lucas Managed Futures Index Strategy ETF
CIK 1821407
SAN DIEGO, CA
All Filings in KMLM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KMLM | $476,692 | 16,904 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 KMLM | $434,999 | 16,763 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 KMLM | $451,993 | 16,784 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 KMLM | $414,599 | 15,720 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 KMLM | $406,296 | 13,900 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 KMLM | $407,773 | 13,984 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 KMLM | $475,522 | 14,600 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 KMLM | $474,813 | 15,584 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 KMLM | $600,212 | 20,360 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 KMLM | $147,342 | 4,823 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 KMLM | $35,506 | 1,020 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||