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WOLFF WIESE MAGANA LLC

CIK
1832097
City
CARSLBAD
State / Country
CA

Top Portfolio Positions

727 positions · $139,700,374 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

22 quarters · across all stocks

Holdings in MPT

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Shares Held

Position Value (USD)

22 quarters on record
Report Date Value (USD) Shares
2026-03-31 $518 112
2025-12-31 $560 112
2025-09-30 $567 112
2025-06-30 $482 112
2025-03-31 $675 112
2024-12-31 $442 112
2024-09-30 $655 112
2024-06-30 $482 112
2024-03-31 $526 112
2023-12-31 $16,016 3,262
2023-09-30 $18,867 3,462
2023-06-30 $34,836 3,762
2023-03-31 $37,705 4,587
2022-12-31 $80,130 7,193
2022-09-30 $1,621,629 136,731
2022-06-30 $3,053,160 199,945
2022-03-31 $802,326 37,953
2021-12-31 $830,051 35,127
2021-09-30 $656,951 32,733
2021-06-30 $10,552 525
2021-03-31 $38,836 1,825
2020-12-31 $39,766 1,825