Position in WD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,032
-$2,821 QoQ
Shares Held
92
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#227
of 266 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Continuum Advisory, LLC holds $7,806 across 3 Mortgage Finance names. WD ranks #1 (64.5% of the industry book) .
All Filings in WD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,032 | 92 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $7,853 | 92 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,943 | 92 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $10,450 | 92 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,034 | 92 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $9,297 | 92 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $21,000 | 21,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,000 | 21,000 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $21,000 | 21,000 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $21,000 | 21,000 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $21,000 | 21,000 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $21,000 | 21,000 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $21,000 | 21,000 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $22,000 | 21,006 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $22,000 | 21,006 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||