M Holdings Securities, Inc.
Holdings in WEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $271,073 | 24,576 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $266,431 | 23,725 | Shares | Sole | 2025-11-13 |
| 2024-06-30 | $105,183 | 10,027 | Shares | Sole | 2024-08-13 |
| 2023-03-31 | $105,570 | 10,350 | Shares | Sole | 2023-05-16 |
| 2022-12-31 | $109,240 | 10,267 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $99,681 | 10,182 | Shares | Sole | 2022-11-17 |
| 2022-06-30 | $114,189 | 10,793 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $128,628 | 10,719 | Shares | Sole | 2022-05-24 |
| 2021-03-31 | $147,370 | 10,489 | Shares | Sole | 2021-05-12 |
| 2020-03-31 | $262,523 | 23,294 | Shares | Sole | 2020-05-13 |