Holdings in BWFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-09-30 |
$1,097,046 |
24,792 |
+12.3%
|
Shares |
Other |
2025-11-13 |
| 2025-06-30 |
$795,434 |
22,077 |
+3.8%
|
Shares |
Other |
2025-08-11 |
| 2025-03-31 |
$641,687 |
21,262 |
+3.4%
|
Shares |
Other |
2025-05-16 |
| 2024-12-31 |
$640,444 |
20,560 |
+4.7%
|
Shares |
Other |
2025-01-28 |
| 2024-09-30 |
$588,277 |
19,642 |
+5.0%
|
Shares |
Other |
2024-11-06 |
| 2024-06-30 |
$474,520 |
18,704 |
+7.2%
|
Shares |
Other |
2024-07-30 |
| 2024-03-31 |
$452,497 |
17,444 |
+7.6%
|
Shares |
Other |
2024-05-07 |
| 2023-12-31 |
$489,489 |
16,219 |
+9.0%
|
Shares |
Other |
2024-02-14 |
| 2023-09-30 |
$361,016 |
14,875 |
+8.0%
|
Shares |
Other |
2023-11-01 |
| 2023-06-30 |
$335,688 |
13,769 |
—
|
Shares |
Other |
2023-07-27 |
