Holdings in WFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,286,922 |
53,787 |
-14.8%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$4,293,955 |
63,165 |
+3482.8%
|
Shares |
Sole |
2025-11-12 |
| 2025-03-31 |
$135,645 |
1,763 |
+23.5%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$123,593 |
1,428 |
-79.9%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$693,105 |
7,119 |
+10.0%
|
Shares |
Sole |
2024-11-19 |
| 2024-06-30 |
$497,502 |
6,472 |
-92.4%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$7,324,510 |
84,745 |
+1267.3%
|
Shares |
Sole |
2024-05-15 |
| 2023-12-31 |
$530,424 |
6,198 |
+74.8%
|
Shares |
Sole |
2024-02-15 |
| 2023-09-30 |
$257,154 |
3,545 |
-1.3%
|
Shares |
Sole |
2023-11-07 |
| 2023-06-30 |
$308,754 |
3,591 |
-53.9%
|
Shares |
Sole |
2023-09-20 |
| 2023-03-31 |
$554,389 |
7,782 |
+20.5%
|
Shares |
Sole |
2023-05-04 |
| 2022-12-31 |
$466,775 |
6,457 |
-72.5%
|
Shares |
Sole |
2023-02-13 |
| 2022-09-30 |
$1,702,861 |
23,491 |
+734.2%
|
Shares |
Sole |
2022-11-03 |
| 2022-06-30 |
$216,071 |
2,816 |
-50.9%
|
Shares |
Sole |
2022-08-12 |
| 2022-03-31 |
$472,323 |
5,730 |
+61.0%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$339,481 |
3,560 |
-74.7%
|
Shares |
Sole |
2022-02-23 |
| 2021-09-30 |
$1,184,863 |
14,067 |
-5.9%
|
Shares |
Sole |
2021-11-09 |
| 2021-06-30 |
$1,071,759 |
14,952 |
-43.9%
|
Shares |
Sole |
2021-08-13 |
| 2021-03-31 |
$1,921,234 |
26,669 |
—
|
Shares |
Sole |
2021-05-13 |
