Canopy Partners, LLC
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $361,499 | 6,149 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $345,266 | 6,149 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $301,910 | 6,071 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $201,481 | 6,036 | Shares | Sole | 2025-05-07 |
| 2024-09-30 | $222,776 | 6,235 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $200,352 | 6,178 | Shares | Sole | 2024-05-15 |