Position in WDLF
as of Dec 31, 2024
· filed Feb 12, 2025
Position Value
$15
-$10 QoQ
Shares Held
50,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 1 holders
Holding Since
Mar 2021
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDLF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HighPoint Advisor Group LLC holds $8,898,756 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
11,302 | $1,770,571 | |
| 2 | UBER |
Uber Technologies, Inc
|
24,256 | $1,750,312 | |
| 3 | ADP |
Automatic Data Processing Inc
|
6,400 | $1,433,280 | |
| 4 | SHOP |
Shopify Inc.
|
7,397 | $844,589 | |
| 5 | NOW |
ServiceNow, Inc.
|
7,179 | $712,731 | |
| 6 | SNOW |
Snowflake Inc.
|
2,669 | $679,260 | |
| 7 | INTU |
Intuit Inc.
|
2,169 | $566,109 | |
| 8 | SAP |
Sap SE
|
2,278 | $351,062 |
All Filings in WDLF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 | $15 | 50,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $25 | 50,000 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $25 | 50,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20 | 50,000 | Shares | Sole | 2024-03-26 | |
| 2021-03-31 | $1,200 | 50,000 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||