WFA of San Diego, LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1821407
SAN DIEGO, CA
Position in ALLW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$19,041
+$3,785 QoQ
Shares Held
660
+18.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
All Filings in ALLW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,041 | 660 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $15,256 | 555 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,358 | 515 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $11,079 | 425 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||