Position in WF
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,833,498
+$214,010 QoQ
Shares Held
27,530
-0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
All Filings in WF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,833,498 | 27,530 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,619,488 | 27,547 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,654,572 | 29,467 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,595,139 | 32,076 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,104,610 | 33,092 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,043,375 | 33,388 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,217,928 | 34,087 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,098,587 | 34,288 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,118,121 | 34,478 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,045,158 | 34,585 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $956,546 | 34,885 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $950,930 | 35,285 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $982,851 | 37,385 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,042,643 | 37,873 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||