Position in ALIT
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$17,613
New position
Shares Held
1,511
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026waypoint wealth counsel holds $78,826 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BULL |
Webull Corp
|
12,090 | $78,826 |
All Filings in ALIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,613 | 30,211 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||