Holdings in BWFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,859,623 |
106,059 |
+0.4%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$4,672,224 |
105,587 |
+0.5%
|
Shares |
Sole |
2025-11-19 |
| 2025-06-30 |
$3,785,527 |
105,066 |
+0.6%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$3,153,115 |
104,477 |
+15.6%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$2,814,651 |
90,358 |
+0.6%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$2,689,719 |
89,807 |
+0.7%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$2,261,836 |
89,154 |
+7.7%
|
Shares |
Sole |
2024-08-12 |
| 2024-03-31 |
$2,148,169 |
82,813 |
+0.8%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$2,479,981 |
82,173 |
—
|
Shares |
Sole |
2024-02-12 |
