Holdings in WFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$544,428 |
8,909 |
-12.0%
|
Shares |
Sole |
2026-02-02 |
| 2025-09-30 |
$688,229 |
10,124 |
+45.3%
|
Shares |
Sole |
2025-11-06 |
| 2024-09-30 |
$678,599 |
6,970 |
-87.0%
|
Shares |
Sole |
2024-11-05 |
| 2024-06-30 |
$4,116,004 |
53,545 |
-35.1%
|
Shares |
Sole |
2024-08-08 |
| 2024-03-31 |
$7,125,548 |
82,443 |
-1.5%
|
Shares |
Sole |
2024-05-07 |
| 2023-12-31 |
$7,163,473 |
83,705 |
+36.6%
|
Shares |
Sole |
2024-02-13 |
| 2023-09-30 |
$4,444,308 |
61,267 |
+18.1%
|
Shares |
Sole |
2023-11-08 |
| 2023-06-30 |
$4,459,782 |
51,870 |
-15.9%
|
Shares |
Sole |
2023-08-03 |
| 2023-03-31 |
$4,396,434 |
61,713 |
-13.9%
|
Shares |
Sole |
2023-05-10 |
| 2022-12-31 |
$5,180,156 |
71,658 |
-1.6%
|
Shares |
Sole |
2023-02-08 |
| 2022-09-30 |
$5,279,881 |
72,836 |
-8.2%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$6,087,067 |
79,331 |
+4.2%
|
Shares |
Sole |
2022-08-08 |
| 2022-03-31 |
$6,274,571 |
76,120 |
-3.2%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$7,500,064 |
78,650 |
+18.5%
|
Shares |
Sole |
2022-02-02 |
| 2021-09-30 |
$5,588,239 |
66,345 |
+569.8%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$709,990 |
9,905 |
—
|
Shares |
Sole |
2021-08-03 |
