Position in FWONA
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$246,983
-$4,217 QoQ
Shares Held
2,905
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FWONA Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,437,768 across 3 Entertainment names.
All Filings in FWONA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FWONK | $246,983 | 2,905 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 FWONK | $251,200 | 2,550 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 FWONK | $265,407 | 2,541 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 FWONK | $266,997 | 2,555 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 FWONK | $256,258 | 2,847 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 FWONK | $258,243 | 2,787 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 FWONK | $202,711 | 2,618 | Shares | Sole | 2024-10-24 | |
| 2023-06-30 FWONK | — | 7,112 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 FWONK | — | 7,073 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 FWONK | — | 7,606 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 FWONK | — | 6,038 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 FWONK | — | 5,939 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 FWONK | — | 5,505 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 FWONK | — | 4,537 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||