Holdings in WFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$484,357 |
7,926 |
+72.4%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$312,504 |
4,597 |
-16.9%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$405,642 |
5,534 |
-3.8%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$442,405 |
5,750 |
+258.3%
|
Shares |
Sole |
2025-07-18 |
| 2024-12-31 |
$138,912 |
1,605 |
+61.8%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$96,581 |
992 |
-2.5%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$78,176 |
1,017 |
-2.5%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$90,146 |
1,043 |
-0.9%
|
Shares |
Sole |
2024-05-13 |
| 2023-12-31 |
$90,030 |
1,052 |
-4.4%
|
Shares |
Sole |
2024-02-13 |
| 2023-09-30 |
$79,794 |
1,100 |
-0.7%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$95,265 |
1,108 |
-49.8%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$157,297 |
2,208 |
-15.0%
|
Shares |
Sole |
2023-05-12 |
| 2022-12-31 |
$187,881 |
2,599 |
-10.9%
|
Shares |
Sole |
2023-02-24 |
| 2022-09-30 |
$211,380 |
2,916 |
-13.1%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$257,352 |
3,354 |
-63.0%
|
Shares |
Sole |
2022-08-12 |
| 2022-03-31 |
$747,722 |
9,071 |
-7.0%
|
Shares |
Sole |
2022-05-13 |
| 2021-12-31 |
$930,427 |
9,757 |
+11.0%
|
Shares |
Sole |
2022-02-14 |
| 2021-09-30 |
$740,718 |
8,794 |
+34.1%
|
Shares |
Sole |
2021-11-12 |
| 2021-03-31 |
$472,582 |
6,560 |
—
|
Shares |
Sole |
2021-05-14 |
