WFA of San Diego, LLC
CIK
0001821407
City
CHARLOTTE
State / Country
NC
Holdings in RFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,287 | 750 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $9,075 | 750 | Shares | Sole | 2026-02-17 |
| 2025-06-30 | $9,045 | 750 | Shares | Sole | 2025-08-15 |
| 2024-09-30 | $9,817 | 750 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $8,670 | 750 | Shares | Sole | 2024-08-14 |
| 2023-09-30 | $7,860 | 750 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $8,565 | 750 | Shares | Sole | 2023-08-10 |