Holdings in BWFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$484,821 |
10,581 |
-17.4%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$566,798 |
12,809 |
0.0%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$461,508 |
12,809 |
-2.5%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$396,414 |
13,135 |
-3.3%
|
Shares |
Sole |
2025-04-14 |
| 2024-12-31 |
$422,923 |
13,577 |
+0.2%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$405,822 |
13,550 |
0.0%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$343,763 |
13,550 |
+15.6%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$303,964 |
11,718 |
+17.9%
|
Shares |
Sole |
2024-04-12 |
| 2023-12-31 |
$299,928 |
9,938 |
—
|
Shares |
Sole |
2024-02-13 |
