WFA of San Diego, LLC
Holdings in EVF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $34,281 | 6,505 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $37,565 | 6,855 | Shares | Sole | 2026-02-17 |
| 2025-06-30 | $33,343 | 5,860 | Shares | Sole | 2025-08-15 |
| 2024-09-30 | $7,261 | 1,175 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $7,449 | 1,175 | Shares | Sole | 2024-08-14 |
| 2023-09-30 | $6,932 | 1,175 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $6,279 | 1,150 | Shares | Sole | 2023-08-10 |