Holdings in FINW
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,176,684 |
65,590 |
-7.8%
|
Shares |
Other |
2026-02-17 |
| 2025-09-30 |
$1,379,151 |
71,127 |
+4.7%
|
Shares |
Other |
2025-11-14 |
| 2025-06-30 |
$1,020,123 |
67,963 |
+274.9%
|
Shares |
Other |
2025-08-13 |
| 2025-03-31 |
$317,438 |
18,129 |
+11.2%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$260,410 |
16,296 |
+24.2%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$204,625 |
13,117 |
0.0%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$133,924 |
13,117 |
+8.5%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$121,444 |
12,084 |
+4.0%
|
Shares |
Defined |
2024-05-14 |
| 2023-06-30 |
$103,963 |
11,616 |
0.0%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$102,336 |
11,616 |
+12.7%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$95,405 |
10,303 |
0.0%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$93,036 |
10,303 |
—
|
Shares |
Defined |
2022-11-14 |
