Holdings in WFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$11,907,833 |
194,859 |
-28.9%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$18,620,197 |
273,907 |
+306.7%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$4,936,828 |
67,351 |
+230.9%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$1,565,805 |
20,351 |
+307.0%
|
Shares |
Defined |
2025-05-15 |
| 2024-06-30 |
$384,350 |
5,000 |
+66.7%
|
Shares |
Defined |
2024-08-14 |
| 2023-06-30 |
$257,940 |
3,000 |
-78.7%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$1,004,484 |
14,100 |
-79.9%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$5,060,300 |
70,000 |
0.0%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$5,074,300 |
70,000 |
—
|
Shares |
Defined |
2022-11-14 |
