POTENTIA WEALTH
Holdings in CWBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $453,645 | 20,162 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $420,176 | 20,162 | Shares | Sole | 2025-11-12 |
| 2025-03-31 | $241,940 | 13,092 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $253,592 | 13,092 | Shares | Sole | 2025-02-12 |